CCS
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Crosspoint Capital Strategies’s WisdomTree WT Stock Holding History

Crosspoint Capital Strategies’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
Q4 		– Sell
-2,056
Closed -$33K – 1223
2015
Q3 		$33K Sell
2,056
-600
-23% -$12.6K 0.04% 297
2015
Q2 		$58K Buy
2,656
+150
+6% +$3.16K 0.02% 335
2015
Q1 		$54K Sell
2,506
-494
-16% -$9.22K 0.03% 260
2014
Q4 		$47K Hold
3,000
– – 0.02% 361
2014
Q3 		$34K Hold
3,000
– – 0.03% 258
2014
Q2 		$33K Hold
3,000
– – 0.01% 284
2014
Q1 		$39K Hold
3,000
– – 0.02% 288
2013
Q4 		$47K Buy
+3,000
New +$42.7K 0.02% 276

Other funds holding WT

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CC
Cannell & Co New York $3.15B AUM 30.62% 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

Crosspoint Capital Strategies's WT Position: Q4 2015 in Review

Crosspoint Capital Strategies sold out of WisdomTree (WT) in Q4 2015, closing a stake of 2,056 shares — an estimated $33K sold.

Crosspoint Capital Strategies first reported a position in WT in Q4 2013 and held it in 8 quarters. The position peaked at $58K in Q2 2015. 258 funds tracked by Wall St. Rank hold WT as of Q4 2015.

  • Crosspoint Capital Strategies reported no remaining WisdomTree position as of Q4 2015 after selling out during the quarter.
  • Crosspoint Capital Strategies sold 2,056 WisdomTree shares in Q4 2015, an estimated $33K.
  • Crosspoint Capital Strategies first reported a position in WisdomTree in Q4 2013 and held it in 8 quarters.
  • Crosspoint Capital Strategies's WisdomTree position peaked at $58K in Q2 2015.
  • 258 funds tracked by Wall St. Rank held WisdomTree as of Q4 2015.

Based on Crosspoint Capital Strategies's 13F filing for Q4 2015, filed 16 Feb 2016.