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YorkBridge Wealth Partners’s WisdomTree WT Stock Holding History

YorkBridge Wealth 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
2017
Q2 		– Sell
-900
Closed -$7K – 919
2017
Q1 		$7K Sell
900
-4,915
-85% -$47.5K ﹤0.01% 656
2016
Q4 		$64K Buy
+5,815
New +$60.7K 0.04% 326

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YorkBridge Wealth Partners's WT Position: Q2 2017 in Review

YorkBridge Wealth Partners sold out of WisdomTree (WT) in Q2 2017, closing a stake of 900 shares — an estimated $7K sold.

YorkBridge Wealth Partners first reported a position in WT in Q4 2016 and held it in 2 quarters. The position peaked at $64K in Q4 2016. 208 funds tracked by Wall St. Rank hold WT as of Q2 2017.

  • YorkBridge Wealth Partners reported no remaining WisdomTree position as of Q2 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 900 WisdomTree shares in Q2 2017, an estimated $7K.
  • YorkBridge Wealth Partners first reported a position in WisdomTree in Q4 2016 and held it in 2 quarters.
  • YorkBridge Wealth Partners's WisdomTree position peaked at $64K in Q4 2016.
  • 208 funds tracked by Wall St. Rank held WisdomTree as of Q2 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q2 2017, filed 14 Aug 2017.