Wealthspire Advisors (Maryland)’s WisdomTree WT Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-461	Closed	-$3K	–	2063
2019 Q1	$3K	Buy	461 +294	+176%	+$2.02K	﹤0.01%	2070
2018 Q4	$1K	Sell	167 -400	-71%	-$2.9K	﹤0.01%	2349
2018 Q3	$5K	Buy	567 +31	+6%	+$263	﹤0.01%	1840
2018 Q2	$5K	Hold	536	–	–	﹤0.01%	1829
2018 Q1	$5K	Sell	536 -3,999	-88%	-$43.2K	﹤0.01%	1845
2017 Q4	$57K	Buy	4,535 +352	+8%	+$4.04K	0.01%	952
2017 Q3	$43K	Buy	4,183 +21	+0.5%	+$203	﹤0.01%	1035
2017 Q2	$42K	Buy	4,162 +162	+4%	+$1.5K	0.01%	1013
2017 Q1	$36K	Hold	4,000	–	–	0.01%	905
2016 Q4	$45K	Hold	4,000	–	–	0.01%	799
2016 Q3	$41K	Hold	4,000	–	–	0.01%	834
2016 Q2	$39K	Hold	4,000	–	–	0.01%	805
2016 Q1	$46K	Hold	4,000	–	–	0.01%	724
2015 Q4	$63K	Buy	+4,000	New	+$73.4K	0.01%	652

Other funds holding WT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s WT Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of WisdomTree (WT) in Q2 2019, closing a stake of 461 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in WT in Q4 2015 and held it in 14 quarters. The position peaked at $63K in Q4 2015. 171 funds tracked by Wall St. Rank hold WT as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining WisdomTree position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 461 WisdomTree shares in Q2 2019, an estimated $3K.
Wealthspire Advisors (Maryland) first reported a position in WisdomTree in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s WisdomTree position peaked at $63K in Q4 2015.
171 funds tracked by Wall St. Rank held WisdomTree as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.