Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s WisdomTree WT Stock Holding History

Cambridge Investment Research 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
2017
Q1 		– Sell
-60,880
Closed -$678K – 1817
2016
Q4 		$678K Buy
+60,880
New +$635K 0.01% 865
2015
Q4 		– Sell
-10,205
Closed -$165K – 1621
2015
Q3 		$165K Buy
+10,205
New +$215K ﹤0.01% 1298
2014
Q4 		– Sell
-45,579
Closed -$519K – 1494
2014
Q3 		$519K Sell
45,579
-377
-0.8% -$4.29K 0.02% 811
2014
Q2 		$568K Buy
45,956
+1,429
+3% +$16.2K 0.02% 692
2014
Q1 		$584K Buy
44,527
+6,376
+17% +$97.4K 0.02% 645
2013
Q4 		$676K Buy
+38,151
New +$543K 0.03% 530

Other funds holding WT

CCK
Clarity Capital KCPS Tel Aviv, Israel $633M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Cambridge Investment Research Advisors's WT Position: Q1 2017 in Review

Cambridge Investment Research Advisors sold out of WisdomTree (WT) in Q1 2017, closing a stake of 60,880 shares — an estimated $678K sold.

Cambridge Investment Research Advisors first reported a position in WT in Q4 2013 and held it in 6 quarters. The position peaked at $678K in Q4 2016. 204 funds tracked by Wall St. Rank hold WT as of Q1 2017.

  • Cambridge Investment Research Advisors reported no remaining WisdomTree position as of Q1 2017 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 60,880 WisdomTree shares in Q1 2017, an estimated $678K.
  • Cambridge Investment Research Advisors first reported a position in WisdomTree in Q4 2013 and held it in 6 quarters.
  • Cambridge Investment Research Advisors's WisdomTree position peaked at $678K in Q4 2016.
  • 204 funds tracked by Wall St. Rank held WisdomTree as of Q1 2017.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2017, filed 12 May 2017.