Columbia Partners Investment Management’s WisdomTree WT Stock Holding History

Columbia Partners Investment 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
2015 Q1	–	Sell	-214,799	Closed	-$3.37M	–	362
2014 Q4	$3.37M	Buy	+214,799	New	+$2.99M	0.17%	159
2014 Q1	–	Sell	-176,922	Closed	-$3.13M	–	360
2013 Q4	$3.13M	Sell	176,922 -1,732	-1%	-$24.6K	0.13%	178
2013 Q3	$2.07M	Sell	178,654 -3,783	-2%	-$45.7K	0.09%	211
2013 Q2	$2.11M	Buy	+182,437	New	+$2.13M	0.1%	214

Other funds holding WT

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

TCM

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

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

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

BIT

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Columbia Partners Investment Management's WT Position: Q1 2015 in Review

Columbia Partners Investment Management sold out of WisdomTree (WT) in Q1 2015, closing a stake of 214,799 shares — an estimated $3.37M sold.

Columbia Partners Investment Management first reported a position in WT in Q2 2013 and held it in 4 quarters. The position peaked at $3.37M in Q4 2014. 199 funds tracked by Wall St. Rank hold WT as of Q1 2015.

Columbia Partners Investment Management reported no remaining WisdomTree position as of Q1 2015 after selling out during the quarter.
Columbia Partners Investment Management sold 214,799 WisdomTree shares in Q1 2015, an estimated $3.37M.
Columbia Partners Investment Management first reported a position in WisdomTree in Q2 2013 and held it in 4 quarters.
Columbia Partners Investment Management's WisdomTree position peaked at $3.37M in Q4 2014.
199 funds tracked by Wall St. Rank held WisdomTree as of Q1 2015.

Based on Columbia Partners Investment Management's 13F filing for Q1 2015, filed 13 May 2015.