Cupps Capital Management’s WisdomTree WT Stock Holding History

Cupps 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
2016 Q1	–	Sell	-104,037	Closed	-$1.63M	–	221
2015 Q4	$1.63M	Sell	104,037 -109,772	-51%	-$2.01M	0.23%	107
2015 Q3	$3.45M	Sell	213,809 -188,406	-47%	-$3.97M	0.46%	74
2015 Q2	$8.83M	Buy	+402,215	New	+$8.48M	0.85%	48
2013 Q3	–	Sell	-1,919,395	Closed	-$22.2M	–	216
2013 Q2	$22.2M	Buy	+1,919,395	New	+$22.4M	1.77%	16

Other funds holding WT

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

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

BFA

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

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

BIT

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

Cupps Capital Management's WT Position: Q1 2016 in Review

Cupps Capital Management sold out of WisdomTree (WT) in Q1 2016, closing a stake of 104,037 shares — an estimated $1.63M sold.

Cupps Capital Management first reported a position in WT in Q2 2013 and held it in 4 quarters. The position peaked at $22.2M in Q2 2013. 237 funds tracked by Wall St. Rank hold WT as of Q1 2016.

Cupps Capital Management reported no remaining WisdomTree position as of Q1 2016 after selling out during the quarter.
Cupps Capital Management sold 104,037 WisdomTree shares in Q1 2016, an estimated $1.63M.
Cupps Capital Management first reported a position in WisdomTree in Q2 2013 and held it in 4 quarters.
Cupps Capital Management's WisdomTree position peaked at $22.2M in Q2 2013.
237 funds tracked by Wall St. Rank held WisdomTree as of Q1 2016.

Based on Cupps Capital Management's 13F filing for Q1 2016, filed 12 May 2016.