EAMA
WT icon

EFG Asset Management (Americas)’s WisdomTree WT Stock Holding History

EFG Asset Management (Americas)’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
2017
Q2 		– Sell
-24,548
Closed -$223K – 141
2017
Q1 		$223K Buy
+24,548
New +$237K 0.09% 110

Other funds holding WT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

EFG Asset Management (Americas)'s WT Position: Q2 2017 in Review

EFG Asset Management (Americas) sold out of WisdomTree (WT) in Q2 2017, closing a stake of 24,548 shares — an estimated $223K sold.

EFG Asset Management (Americas) first reported a position in WT in Q1 2017 and held it in 1 quarter. The position peaked at $223K in Q1 2017. 208 funds tracked by Wall St. Rank hold WT as of Q2 2017.

  • EFG Asset Management (Americas) reported no remaining WisdomTree position as of Q2 2017 after selling out during the quarter.
  • EFG Asset Management (Americas) sold 24,548 WisdomTree shares in Q2 2017, an estimated $223K.
  • EFG Asset Management (Americas) first reported a position in WisdomTree in Q1 2017 and held it in 1 quarter.
  • EFG Asset Management (Americas)'s WisdomTree position peaked at $223K in Q1 2017.
  • 208 funds tracked by Wall St. Rank held WisdomTree as of Q2 2017.

Based on EFG Asset Management (Americas)'s 13F filing for Q2 2017, filed 14 Aug 2017.