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Cabot Wealth Management’s WisdomTree WT Stock Holding History

Cabot Wealth 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
2014
Q2 		– Sell
-179,999
Closed -$2.36M – 153
2014
Q1 		$2.36M Buy
+179,999
New +$2.75M 0.62% 78

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return

Cabot Wealth Management's WT Position: Q2 2014 in Review

Cabot Wealth Management sold out of WisdomTree (WT) in Q2 2014, closing a stake of 179,999 shares — an estimated $2.36M sold.

Cabot Wealth Management first reported a position in WT in Q1 2014 and held it in 1 quarter. The position peaked at $2.36M in Q1 2014. 188 funds tracked by Wall St. Rank hold WT as of Q2 2014.

  • Cabot Wealth Management reported no remaining WisdomTree position as of Q2 2014 after selling out during the quarter.
  • Cabot Wealth Management sold 179,999 WisdomTree shares in Q2 2014, an estimated $2.36M.
  • Cabot Wealth Management first reported a position in WisdomTree in Q1 2014 and held it in 1 quarter.
  • Cabot Wealth Management's WisdomTree position peaked at $2.36M in Q1 2014.
  • 188 funds tracked by Wall St. Rank held WisdomTree as of Q2 2014.

Based on Cabot Wealth Management's 13F filing for Q2 2014, filed 28 Jul 2014.