Woodard & Company Asset Management Group’s WisdomTree WT Stock Holding History

Woodard & Company Asset Management Group’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
2018 Q4	–	Sell	-200	Closed	-$2K	–	237
2018 Q3	$2K	Hold	200	–	–	﹤0.01%	239
2018 Q2	$1.82K	Hold	200	–	–	﹤0.01%	195
2018 Q1	$2K	Hold	200	–	–	﹤0.01%	197
2017 Q4	$3K	Buy	+200	New	+$2.29K	﹤0.01%	210

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

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

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

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

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

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

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

Woodard & Company Asset Management Group's WT Position: Q4 2018 in Review

Woodard & Company Asset Management Group sold out of WisdomTree (WT) in Q4 2018, closing a stake of 200 shares — an estimated $2K sold.

Woodard & Company Asset Management Group first reported a position in WT in Q4 2017 and held it in 4 quarters. The position peaked at $3K in Q4 2017. 183 funds tracked by Wall St. Rank hold WT as of Q4 2018.

Woodard & Company Asset Management Group reported no remaining WisdomTree position as of Q4 2018 after selling out during the quarter.
Woodard & Company Asset Management Group sold 200 WisdomTree shares in Q4 2018, an estimated $2K.
Woodard & Company Asset Management Group first reported a position in WisdomTree in Q4 2017 and held it in 4 quarters.
Woodard & Company Asset Management Group's WisdomTree position peaked at $3K in Q4 2017.
183 funds tracked by Wall St. Rank held WisdomTree as of Q4 2018.

Based on Woodard & Company Asset Management Group's 13F filing for Q4 2018, filed 1 Feb 2019.