Boston Advisors’s WisdomTree WT Stock Holding History

Boston Advisors’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 Q4	–	Sell	-135,740	Closed	-$2.19M	–	747
2015 Q3	$2.19M	Buy	135,740 +50,480	+59%	+$1.06M	0.08%	262
2015 Q2	$1.87M	Buy	+85,260	New	+$1.8M	0.08%	218

Other funds holding WT

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cannell & Co New York $3.15B AUM 30.62% 1-Year Est. Return

BIT

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Boston Advisors's WT Position: Q4 2015 in Review

Boston Advisors sold out of WisdomTree (WT) in Q4 2015, closing a stake of 135,740 shares — an estimated $2.19M sold.

Boston Advisors first reported a position in WT in Q2 2015 and held it in 2 quarters. The position peaked at $2.19M in Q3 2015. 258 funds tracked by Wall St. Rank hold WT as of Q4 2015.

Boston Advisors reported no remaining WisdomTree position as of Q4 2015 after selling out during the quarter.
Boston Advisors sold 135,740 WisdomTree shares in Q4 2015, an estimated $2.19M.
Boston Advisors first reported a position in WisdomTree in Q2 2015 and held it in 2 quarters.
Boston Advisors's WisdomTree position peaked at $2.19M in Q3 2015.
258 funds tracked by Wall St. Rank held WisdomTree as of Q4 2015.

Based on Boston Advisors's 13F filing for Q4 2015, filed 20 Jan 2016.