Winslow Evans & Crocker’s WisdomTree WT Stock Holding History

Winslow Evans & Crocker’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 Q4	–	Sell	-774	Closed	-$7.97K	–	1324
2016 Q3	$7.97K	Buy	774 +24	+3%	+$250	﹤0.01%	957
2016 Q2	$7.33K	Sell	750 -245	-25%	-$2.7K	﹤0.01%	953
2016 Q1	$11.4K	Sell	995 -281	-22%	-$3.37K	﹤0.01%	848
2015 Q4	$20K	Buy	1,276 +114	+10%	+$2.09K	0.01%	748
2015 Q3	$18.7K	Buy	1,162 +84	+8%	+$1.77K	0.01%	741
2015 Q2	$23.7K	Buy	+1,078	New	+$22.7K	0.01%	726

Other funds holding WT

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

FAM

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

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

Winslow Evans & Crocker's WT Position: Q4 2016 in Review

Winslow Evans & Crocker sold out of WisdomTree (WT) in Q4 2016, closing a stake of 774 shares — an estimated $7.97K sold.

Winslow Evans & Crocker first reported a position in WT in Q2 2015 and held it in 6 quarters. The position peaked at $23.7K in Q2 2015. 221 funds tracked by Wall St. Rank hold WT as of Q4 2016.

Winslow Evans & Crocker reported no remaining WisdomTree position as of Q4 2016 after selling out during the quarter.
Winslow Evans & Crocker sold 774 WisdomTree shares in Q4 2016, an estimated $7.97K.
Winslow Evans & Crocker first reported a position in WisdomTree in Q2 2015 and held it in 6 quarters.
Winslow Evans & Crocker's WisdomTree position peaked at $23.7K in Q2 2015.
221 funds tracked by Wall St. Rank held WisdomTree as of Q4 2016.

Based on Winslow Evans & Crocker's 13F filing for Q4 2016, filed 20 Jan 2017.