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Financial Counselors Inc’s WisdomTree WT Stock Holding History

Financial Counselors Inc’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
-110,097
Closed -$1.73M – 464
2015
Q4 		$1.73M Buy
110,097
+49,329
+81% +$905K 0.11% 205
2015
Q3 		$980K Buy
60,768
+14,470
+31% +$305K 0.07% 247
2015
Q2 		$1.02M Sell
46,298
-2,089
-4% -$44.1K 0.06% 253
2015
Q1 		$1.04M Sell
48,387
-1,192
-2% -$22.3K 0.06% 257
2014
Q4 		$777K Sell
49,579
-44,569
-47% -$620K 0.05% 278
2014
Q3 		$1.07M Sell
94,148
-53,690
-36% -$611K 0.08% 261
2014
Q2 		$1.83M Buy
147,838
+45,367
+44% +$513K 0.13% 190
2014
Q1 		$1.34M Buy
102,471
+41,934
+69% +$640K 0.1% 223
2013
Q4 		$1.07M Sell
60,537
-45,081
-43% -$641K 0.08% 234
2013
Q3 		$1.23M Buy
105,618
+26,288
+33% +$318K 0.1% 199
2013
Q2 		$918K Buy
+79,330
New +$927K 0.08% 225

Other funds holding WT

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

Financial Counselors Inc's WT Position: Q1 2016 in Review

Financial Counselors Inc sold out of WisdomTree (WT) in Q1 2016, closing a stake of 110,097 shares — an estimated $1.73M sold.

Financial Counselors Inc first reported a position in WT in Q2 2013 and held it in 11 quarters. The position peaked at $1.83M in Q2 2014. 237 funds tracked by Wall St. Rank hold WT as of Q1 2016.

  • Financial Counselors Inc reported no remaining WisdomTree position as of Q1 2016 after selling out during the quarter.
  • Financial Counselors Inc sold 110,097 WisdomTree shares in Q1 2016, an estimated $1.73M.
  • Financial Counselors Inc first reported a position in WisdomTree in Q2 2013 and held it in 11 quarters.
  • Financial Counselors Inc's WisdomTree position peaked at $1.83M in Q2 2014.
  • 237 funds tracked by Wall St. Rank held WisdomTree as of Q1 2016.

Based on Financial Counselors Inc's 13F filing for Q1 2016, filed 10 May 2016.