Emerald Advisers’s WisdomTree WT Stock Holding History

Emerald Advisers’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	-13,518	Closed	-$212K	–	335
2015 Q4	$212K	Buy	13,518 +894	+7%	+$16.4K	0.01%	307
2015 Q3	$204K	Buy	+12,624	New	+$266K	0.01%	316
2015 Q2	–	Sell	-17,584	Closed	-$356K	–	384
2015 Q1	$356K	Hold	17,584	–	–	0.02%	296
2014 Q4	$276K	Hold	17,584	–	–	0.01%	305
2014 Q3	$200K	Sell	17,584 -13,040	-43%	-$148K	0.01%	335
2014 Q2	$379K	Sell	30,624 -60,500	-66%	-$685K	0.02%	300
2014 Q1	$1.2M	Buy	+91,124	New	+$1.39M	0.07%	240

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

Emerald Advisers's WT Position: Q1 2016 in Review

Emerald Advisers sold out of WisdomTree (WT) in Q1 2016, closing a stake of 13,518 shares — an estimated $212K sold.

Emerald Advisers first reported a position in WT in Q1 2014 and held it in 7 quarters. The position peaked at $1.2M in Q1 2014. 237 funds tracked by Wall St. Rank hold WT as of Q1 2016.

Emerald Advisers reported no remaining WisdomTree position as of Q1 2016 after selling out during the quarter.
Emerald Advisers sold 13,518 WisdomTree shares in Q1 2016, an estimated $212K.
Emerald Advisers first reported a position in WisdomTree in Q1 2014 and held it in 7 quarters.
Emerald Advisers's WisdomTree position peaked at $1.2M in Q1 2014.
237 funds tracked by Wall St. Rank held WisdomTree as of Q1 2016.

Based on Emerald Advisers's 13F filing for Q1 2016, filed 28 Apr 2016.