BlackRock Institutional Trust’s WisdomTree WT Stock Holding History

BlackRock Institutional Trust’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	$38M	Buy	3,412,273 +53,745	+2%	+$561K	0.01%	1515
2016 Q3	$34.6M	Sell	3,358,528 -41,748	-1%	-$435K	0.01%	1512
2016 Q2	$33.3M	Buy	3,400,276 +26,995	+0.8%	+$298K	0.01%	1499
2016 Q1	$38.6M	Buy	3,373,281 +26,374	+0.8%	+$317K	0.01%	1395
2015 Q4	$52.5M	Buy	3,346,907 +148,463	+5%	+$2.73M	0.01%	1207
2015 Q3	$51.6M	Buy	3,198,444 +36,614	+1%	+$771K	0.01%	1212
2015 Q2	$69.5M	Buy	3,161,830 +344,305	+12%	+$7.26M	0.01%	1119
2015 Q1	$60.5M	Sell	2,817,525 -14,064	-0.5%	-$263K	0.01%	1207
2014 Q4	$44.4M	Sell	2,831,589 -104,041	-4%	-$1.45M	0.01%	1376
2014 Q3	$33.4M	Sell	2,935,630 -45,832	-2%	-$521K	0.01%	1536
2014 Q2	$36.9M	Buy	2,981,462 +61,246	+2%	+$693K	0.01%	1538
2014 Q1	$38.3M	Buy	2,920,216 +114,558	+4%	+$1.75M	0.01%	1491
2013 Q4	$49.7M	Buy	2,805,658 +257,278	+10%	+$3.66M	0.01%	1262
2013 Q3	$29.6M	Buy	2,548,380 +297,955	+13%	+$3.6M	0.01%	1575
2013 Q2	$26M	Buy	+2,250,425	New	+$26.3M	0.01%	1602

Other funds holding WT

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

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 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 $30B AUM 76.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock Institutional Trust's WT Position: Q4 2016 in Review

BlackRock Institutional Trust increased its WisdomTree (WT) stake by 1.6% in Q4 2016, buying an estimated $561K and bringing the position to 3,412,273 shares worth $38M. The position accounts for 0.01% of the portfolio, ranked #1515.

BlackRock Institutional Trust first reported a position in WT in Q2 2013 and has held it in 15 quarters since. The position peaked at $69.5M in Q2 2015. 221 funds tracked by Wall St. Rank hold WT as of Q4 2016.

BlackRock Institutional Trust held 3,412,273 shares of WisdomTree worth $38M as of Q4 2016.
BlackRock Institutional Trust bought 53,745 WisdomTree shares in Q4 2016, an estimated $561K.
WisdomTree made up 0.01% of BlackRock Institutional Trust's portfolio in Q4 2016, its #1515 holding.
BlackRock Institutional Trust first reported a position in WisdomTree in Q2 2013 and has held it in 15 quarters since.
BlackRock Institutional Trust's WisdomTree position peaked at $69.5M in Q2 2015.
221 funds tracked by Wall St. Rank held WisdomTree as of Q4 2016.

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