CCM
WT icon

Conatus Capital Management’s WisdomTree WT Stock Holding History

Conatus Capital 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
-4,708,283
Closed -$61.8M – 26
2014
Q1 		$61.8M Buy
4,708,283
+1,148,645
+32% +$17.5M 2.74% 18
2013
Q4 		$63M Buy
+3,559,638
New +$50.6M 2.37% 25

Other funds holding WT

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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 $6.8B AUM 45.85% 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 $121B AUM 27.52% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return

Conatus Capital Management's WT Position: Q2 2014 in Review

Conatus Capital Management sold out of WisdomTree (WT) in Q2 2014, closing a stake of 4,708,283 shares — an estimated $61.8M sold.

Conatus Capital Management first reported a position in WT in Q4 2013 and held it in 2 quarters. The position peaked at $63M in Q4 2013. 188 funds tracked by Wall St. Rank hold WT as of Q2 2014.

  • Conatus Capital Management reported no remaining WisdomTree position as of Q2 2014 after selling out during the quarter.
  • Conatus Capital Management sold 4,708,283 WisdomTree shares in Q2 2014, an estimated $61.8M.
  • Conatus Capital Management first reported a position in WisdomTree in Q4 2013 and held it in 2 quarters.
  • Conatus Capital Management's WisdomTree position peaked at $63M in Q4 2013.
  • 188 funds tracked by Wall St. Rank held WisdomTree as of Q2 2014.

Based on Conatus Capital Management's 13F filing for Q2 2014, filed 14 Aug 2014.