W
CRDT

Wealthfront’s WisdomTree Trust WisdomTree Strategic Corporate Bond Fund CRDT Stock Holding History

Wealthfront’s Portfolio CRDT Stock Details CRDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-188
Closed -$14K – 1434
2015
Q1 		$14K Buy
+188
New +$14.2K ﹤0.01% 591

Other funds holding CRDT

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthfront's CRDT Position: Q2 2015 in Review

Wealthfront sold out of WisdomTree Trust WisdomTree Strategic Corporate Bond Fund (CRDT) in Q2 2015, closing a stake of 188 shares — an estimated $14K sold.

Wealthfront first reported a position in CRDT in Q1 2015 and held it in 1 quarter. The position peaked at $14K in Q1 2015. 8 funds tracked by Wall St. Rank hold CRDT as of Q2 2015.

  • Wealthfront reported no remaining WisdomTree Trust WisdomTree Strategic Corporate Bond Fund position as of Q2 2015 after selling out during the quarter.
  • Wealthfront sold 188 WisdomTree Trust WisdomTree Strategic Corporate Bond Fund shares in Q2 2015, an estimated $14K.
  • Wealthfront first reported a position in WisdomTree Trust WisdomTree Strategic Corporate Bond Fund in Q1 2015 and held it in 1 quarter.
  • Wealthfront's WisdomTree Trust WisdomTree Strategic Corporate Bond Fund position peaked at $14K in Q1 2015.
  • 8 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Strategic Corporate Bond Fund as of Q2 2015.

Based on Wealthfront's 13F filing for Q2 2015, filed 18 Aug 2015.