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Brinker Capital Investments’s WisdomTree WT Stock Holding History

Brinker Capital Investments’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 		– Sell
-4
Closed – – 661
2016
Q3 		$0 Buy
+4
New +$42 ﹤0.01% 633
2016
Q1 		– Sell
-6
Closed – – 698
2015
Q4 		$0 Buy
+6
New +$110 ﹤0.01% 744

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Vanguard Group
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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

Brinker Capital Investments's WT Position: Q4 2016 in Review

Brinker Capital Investments sold out of WisdomTree (WT) in Q4 2016, closing a stake of 4 shares.

Brinker Capital Investments first reported a position in WT in Q4 2015 and held it in 2 quarters. The position peaked at $0 in Q3 2016. 221 funds tracked by Wall St. Rank hold WT as of Q4 2016.

  • Brinker Capital Investments reported no remaining WisdomTree position as of Q4 2016 after selling out during the quarter.
  • Brinker Capital Investments sold 4 WisdomTree shares in Q4 2016.
  • Brinker Capital Investments first reported a position in WisdomTree in Q4 2015 and held it in 2 quarters.
  • Brinker Capital Investments's WisdomTree position peaked at $0 in Q3 2016.
  • 221 funds tracked by Wall St. Rank held WisdomTree as of Q4 2016.

Based on Brinker Capital Investments's 13F filing for Q4 2016, filed 8 Feb 2017.