WFG Advisors’s WisdomTree WT Stock Holding History

WFG Advisors’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
2017 Q2	$0	Hold	1	–	–	﹤0.01%	1683
2017 Q1	$0	Hold	1	–	–	﹤0.01%	1679
2016 Q4	$0	Hold	1	–	–	﹤0.01%	1750
2016 Q3	$0	Hold	1	–	–	﹤0.01%	1708
2016 Q2	$0	Hold	1	–	–	﹤0.01%	1709
2016 Q1	$0	Buy	+1	New	+$12	﹤0.01%	1699
2013 Q3	–	Sell	-74	Closed	-$1K	–	2266
2013 Q2	$1K	Buy	+74	New	+$865	﹤0.01%	2001

Other funds holding WT

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

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

ACH

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

TCM

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

FAM

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

WFG Advisors's WT Position: Q2 2017 in Review

WFG Advisors held its WisdomTree (WT) position steady in Q2 2017 at 1 share worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1683.

WFG Advisors first reported a position in WT in Q2 2013 and has held it in 7 quarters since. The position peaked at $1K in Q2 2013. 208 funds tracked by Wall St. Rank hold WT as of Q2 2017.

WFG Advisors held 1 share of WisdomTree worth $0 as of Q2 2017.
WFG Advisors left its WisdomTree share count unchanged in Q2 2017.
WisdomTree made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1683 holding.
WFG Advisors first reported a position in WisdomTree in Q2 2013 and has held it in 7 quarters since.
WFG Advisors's WisdomTree position peaked at $1K in Q2 2013.
208 funds tracked by Wall St. Rank held WisdomTree as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.