BG
WT icon

BlackRock Group’s WisdomTree WT Stock Holding History

BlackRock 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
2016
Q4 		$2.94M Sell
264,370
-330,284
-56% -$3.44M ﹤0.01% 1505
2016
Q3 		$6.12M Sell
594,654
-6,600
-1% -$68.8K ﹤0.01% 1043
2016
Q2 		$5.89M Buy
601,254
+204,059
+51% +$2.25M ﹤0.01% 1037
2016
Q1 		$4.54M Buy
397,195
+27,245
+7% +$327K ﹤0.01% 1118
2015
Q4 		$5.8M Sell
369,950
-66,349
-15% -$1.22M ﹤0.01% 1056
2015
Q3 		$7.04M Sell
436,299
-49,035
-10% -$1.03M ﹤0.01% 1002
2015
Q2 		$10.7M Sell
485,334
-126,713
-21% -$2.67M 0.01% 949
2015
Q1 		$13.1M Sell
612,047
-158,526
-21% -$2.96M 0.01% 894
2014
Q4 		$12.1M Sell
770,573
-411,127
-35% -$5.72M 0.01% 915
2014
Q3 		$13.4M Buy
1,181,700
+199,671
+20% +$2.27M 0.01% 878
2014
Q2 		$12.1M Buy
982,029
+186,881
+24% +$2.11M 0.01% 895
2014
Q1 		$10.4M Buy
795,148
+158,413
+25% +$2.42M 0.01% 917
2013
Q4 		$11.3M Buy
636,735
+24,973
+4% +$355K 0.01% 892
2013
Q3 		$7.1M Buy
611,762
+78,787
+15% +$952K ﹤0.01% 996
2013
Q2 		$6.17M Buy
+532,975
New +$6.23M ﹤0.01% 952

Other funds holding WT

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock Group's WT Position: Q4 2016 in Review

BlackRock Group reduced its WisdomTree (WT) stake by 56% in Q4 2016, selling an estimated $3.44M and leaving 264,370 shares worth $2.94M. The position accounts for ﹤0.01% of the portfolio, ranked #1505.

BlackRock Group first reported a position in WT in Q2 2013 and has held it in 15 quarters since. The position peaked at $13.4M in Q3 2014. 221 funds tracked by Wall St. Rank hold WT as of Q4 2016.

  • BlackRock Group held 264,370 shares of WisdomTree worth $2.94M as of Q4 2016.
  • BlackRock Group sold 330,284 WisdomTree shares in Q4 2016, an estimated $3.44M.
  • WisdomTree made up ﹤0.01% of BlackRock Group's portfolio in Q4 2016, its #1505 holding.
  • BlackRock Group first reported a position in WisdomTree in Q2 2013 and has held it in 15 quarters since.
  • BlackRock Group's WisdomTree position peaked at $13.4M in Q3 2014.
  • 221 funds tracked by Wall St. Rank held WisdomTree as of Q4 2016.

Based on BlackRock Group's 13F filing for Q4 2016, filed 10 Feb 2017.