Curian Capital’s WisdomTree WT Stock Holding History

Curian Capital’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	-18,528	Closed	-$291K	–	384
2015 Q4	$291K	Sell	18,528 -12,384	-40%	-$227K	0.02%	390
2015 Q3	$499K	Sell	30,912 -12,701	-29%	-$267K	0.01%	489
2015 Q2	$958K	Buy	43,613 +93	+0.2%	+$1.96K	0.02%	465
2015 Q1	$934K	Sell	43,520 -55,162	-56%	-$1.03M	0.02%	475
2014 Q4	$1.55M	Buy	98,682 +30,064	+44%	+$418K	0.03%	350
2014 Q3	$781K	Sell	68,618 -5,657	-8%	-$64.3K	0.01%	483
2014 Q2	$918K	Buy	74,275 +1,620	+2%	+$18.3K	0.02%	451
2014 Q1	$953K	Buy	+72,655	New	+$1.11M	0.02%	443

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

Curian Capital's WT Position: Q1 2016 in Review

Curian Capital sold out of WisdomTree (WT) in Q1 2016, closing a stake of 18,528 shares — an estimated $291K sold.

Curian Capital first reported a position in WT in Q1 2014 and held it in 8 quarters. The position peaked at $1.55M in Q4 2014. 237 funds tracked by Wall St. Rank hold WT as of Q1 2016.

Curian Capital reported no remaining WisdomTree position as of Q1 2016 after selling out during the quarter.
Curian Capital sold 18,528 WisdomTree shares in Q1 2016, an estimated $291K.
Curian Capital first reported a position in WisdomTree in Q1 2014 and held it in 8 quarters.
Curian Capital's WisdomTree position peaked at $1.55M in Q4 2014.
237 funds tracked by Wall St. Rank held WisdomTree as of Q1 2016.

Based on Curian Capital's 13F filing for Q1 2016.