Baker Avenue Asset Management’s WisdomTree WT Stock Holding History

Baker Avenue Asset 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	–	Sell	-18,000	Closed	-$282K	–	275
2014 Q4	$282K	Sell	18,000 -7,000	-28%	-$97.4K	0.04%	218
2014 Q3	$285K	Buy	+25,000	New	+$284K	0.04%	207

Other funds holding WT

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 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

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

Baker Avenue Asset Management's WT Position: Q1 2015 in Review

Baker Avenue Asset Management sold out of WisdomTree (WT) in Q1 2015, closing a stake of 18,000 shares — an estimated $282K sold.

Baker Avenue Asset Management first reported a position in WT in Q3 2014 and held it in 2 quarters. The position peaked at $285K in Q3 2014. 199 funds tracked by Wall St. Rank hold WT as of Q1 2015.

Baker Avenue Asset Management reported no remaining WisdomTree position as of Q1 2015 after selling out during the quarter.
Baker Avenue Asset Management sold 18,000 WisdomTree shares in Q1 2015, an estimated $282K.
Baker Avenue Asset Management first reported a position in WisdomTree in Q3 2014 and held it in 2 quarters.
Baker Avenue Asset Management's WisdomTree position peaked at $285K in Q3 2014.
199 funds tracked by Wall St. Rank held WisdomTree as of Q1 2015.

Based on Baker Avenue Asset Management's 13F filing for Q1 2015, filed 15 May 2015.