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WealthSource Partners’s WisdomTree WT Stock Holding History

WealthSource Partners’s Portfolio WT Stock Details WT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-16,422
Closed -$188K – 291
2016
Q1 		$188K Buy
+16,422
New +$197K 0.08% 215

Other funds holding WT

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

WealthSource Partners's WT Position: Q2 2016 in Review

WealthSource Partners sold out of WisdomTree (WT) in Q2 2016, closing a stake of 16,422 shares — an estimated $188K sold.

WealthSource Partners first reported a position in WT in Q1 2016 and held it in 1 quarter. The position peaked at $188K in Q1 2016. 218 funds tracked by Wall St. Rank hold WT as of Q2 2016.

  • WealthSource Partners reported no remaining WisdomTree position as of Q2 2016 after selling out during the quarter.
  • WealthSource Partners sold 16,422 WisdomTree shares in Q2 2016, an estimated $188K.
  • WealthSource Partners first reported a position in WisdomTree in Q1 2016 and held it in 1 quarter.
  • WealthSource Partners's WisdomTree position peaked at $188K in Q1 2016.
  • 218 funds tracked by Wall St. Rank held WisdomTree as of Q2 2016.

Based on WealthSource Partners's 13F filing for Q2 2016, filed 8 Aug 2016.