Question 1

Does Clifford Swan Investment Counsel own WT stock?

Accepted Answer

No. Clifford Swan Investment Counsel exited its WT (Wisdomtree) position in Q4 2019. Its Q3 2019 13F listed 21,806 shares worth $114,000.

Question 2

How many shares of WT does Clifford Swan Investment Counsel own?

Accepted Answer

None since Q4 2019, when Clifford Swan Investment Counsel exited the position. Its Q3 2019 13F listed 21,806 shares worth $114,000.

Question 3

What is Clifford Swan Investment Counsel's WT position worth?

Accepted Answer

Clifford Swan Investment Counsel's WT position was worth $114,000 in its Q3 2019 13F, before the exit in Q4 2019.

Question 4

Is Clifford Swan Investment Counsel buying or selling WT?

Accepted Answer

In Q4 2019, Clifford Swan Investment Counsel exited its entire WT position.

Question 5

When did Clifford Swan Investment Counsel first buy WT?

Accepted Answer

Clifford Swan Investment Counsel already held WT in its Q1 2019 13F, the earliest on record, and listed it in 3 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price
2019-Q4 Latest	Exited	0	-100.0%	$0	0.0%	$4.29
2019-Q3	Unchanged	21,806	0.0%	$114,000	0.0%	$4.61
2019-Q2	Unchanged	21,806	0.0%	$135,000	0.0%	$5.41
2019-Q1	First report	21,806	-	$154,000	0.0%	$6.16

WT4 quarters

WT
4 quarters