Acuity Investment Management’s WisdomTree WT Stock Holding History

Acuity Investment Management’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
2015 Q1	$144K	Sell	6,729 -3,071	-31%	-$57.3K	0.2%	109
2014 Q4	$153K	Buy	+9,800	New	+$136K	0.12%	116

Other funds holding WT

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JSP

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

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

Acuity Investment Management's WT Position: Q1 2015 in Review

Acuity Investment Management reduced its WisdomTree (WT) stake by 31% in Q1 2015, selling an estimated $57.3K and leaving 6,729 shares worth $144K. The position accounts for 0.2% of the portfolio, ranked #109.

Acuity Investment Management first reported a position in WT in Q4 2014 and has held it in 2 quarters since. The position peaked at $153K in Q4 2014. 199 funds tracked by Wall St. Rank hold WT as of Q1 2015.

Acuity Investment Management held 6,729 shares of WisdomTree worth $144K as of Q1 2015.
Acuity Investment Management sold 3,071 WisdomTree shares in Q1 2015, an estimated $57.3K.
WisdomTree made up 0.2% of Acuity Investment Management's portfolio in Q1 2015, its #109 holding.
Acuity Investment Management first reported a position in WisdomTree in Q4 2014 and has held it in 2 quarters since.
Acuity Investment Management's WisdomTree position peaked at $153K in Q4 2014.
199 funds tracked by Wall St. Rank held WisdomTree as of Q1 2015.

Based on Acuity Investment Management's 13F filing for Q1 2015, filed 11 May 2015.