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Capital Growth Management’s WisdomTree WT Stock Holding History

Capital Growth 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
Q3 		– Sell
-100,000
Closed -$1.24M – 77
2014
Q2 		$1.24M Buy
+100,000
New +$1.13M 0.03% 68
2014
Q1 		– Sell
-1,000,000
Closed -$17.7M – 84
2013
Q4 		$17.7M Hold
1,000,000
– – 0.46% 46
2013
Q3 		$11.6M Hold
1,000,000
– – 0.31% 50
2013
Q2 		$11.6M Buy
+1,000,000
New +$11.7M 0.31% 55

Other funds holding WT

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $4.65B AUM 23.83% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.29B AUM 53.44% 1-Year Est. Return

Capital Growth Management's WT Position: Q3 2014 in Review

Capital Growth Management sold out of WisdomTree (WT) in Q3 2014, closing a stake of 100,000 shares — an estimated $1.24M sold.

Capital Growth Management first reported a position in WT in Q2 2013 and held it in 4 quarters. The position peaked at $17.7M in Q4 2013. 186 funds tracked by Wall St. Rank hold WT as of Q3 2014.

  • Capital Growth Management reported no remaining WisdomTree position as of Q3 2014 after selling out during the quarter.
  • Capital Growth Management sold 100,000 WisdomTree shares in Q3 2014, an estimated $1.24M.
  • Capital Growth Management first reported a position in WisdomTree in Q2 2013 and held it in 4 quarters.
  • Capital Growth Management's WisdomTree position peaked at $17.7M in Q4 2013.
  • 186 funds tracked by Wall St. Rank held WisdomTree as of Q3 2014.

Based on Capital Growth Management's 13F filing for Q3 2014, filed 13 Nov 2014.