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Denver Investment Advisors’s WisdomTree WT Stock Holding History

Denver Investment Advisors’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
Q1 		– Sell
-204,157
Closed -$3.62K – 667
2013
Q4 		$3.62K Sell
204,157
-22,528
-10% -$321K 0.1% 231
2013
Q3 		$2.63M Buy
+226,685
New +$2.74M 0.06% 310

Other funds holding WT

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Conatus Capital Management Greenwich, Connecticut $92.3M AUM 45.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Denver Investment Advisors's WT Position: Q1 2014 in Review

Denver Investment Advisors sold out of WisdomTree (WT) in Q1 2014, closing a stake of 204,157 shares — an estimated $3.62K sold.

Denver Investment Advisors first reported a position in WT in Q3 2013 and held it in 2 quarters. The position peaked at $2.63M in Q3 2013. 190 funds tracked by Wall St. Rank hold WT as of Q1 2014.

  • Denver Investment Advisors reported no remaining WisdomTree position as of Q1 2014 after selling out during the quarter.
  • Denver Investment Advisors sold 204,157 WisdomTree shares in Q1 2014, an estimated $3.62K.
  • Denver Investment Advisors first reported a position in WisdomTree in Q3 2013 and held it in 2 quarters.
  • Denver Investment Advisors's WisdomTree position peaked at $2.63M in Q3 2013.
  • 190 funds tracked by Wall St. Rank held WisdomTree as of Q1 2014.

Based on Denver Investment Advisors's 13F filing for Q1 2014, filed 14 May 2014.