GI
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Gradient Investments’s WisdomTree WT Stock Holding History

Gradient Investments’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
2013
Q3 		– Sell
-167
Closed -$2K – 598
2013
Q2 		$2K Buy
+167
New +$1.95K ﹤0.01% 375

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
RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.29B AUM 53.44% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Gradient Investments's WT Position: Q3 2013 in Review

Gradient Investments sold out of WisdomTree (WT) in Q3 2013, closing a stake of 167 shares — an estimated $2K sold.

Gradient Investments first reported a position in WT in Q2 2013 and held it in 1 quarter. The position peaked at $2K in Q2 2013. 154 funds tracked by Wall St. Rank hold WT as of Q3 2013.

  • Gradient Investments reported no remaining WisdomTree position as of Q3 2013 after selling out during the quarter.
  • Gradient Investments sold 167 WisdomTree shares in Q3 2013, an estimated $2K.
  • Gradient Investments first reported a position in WisdomTree in Q2 2013 and held it in 1 quarter.
  • Gradient Investments's WisdomTree position peaked at $2K in Q2 2013.
  • 154 funds tracked by Wall St. Rank held WisdomTree as of Q3 2013.

Based on Gradient Investments's 13F filing for Q3 2013, filed 15 Oct 2013.