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HHG & Company’s WisdomTree WT Stock Holding History

HHG & Company’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 		$640K Hold
56,000
– – 0.18% 111
2015
Q4 		$878K Hold
56,000
– – 0.24% 101
2015
Q3 		$903K Buy
+56,000
New +$1.18M 0.27% 97

Other funds holding WT

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $6.8B AUM 45.85% 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 $1.89T AUM 35.08% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 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

HHG & Company's WT Position: Q1 2016 in Review

HHG & Company held its WisdomTree (WT) position steady in Q1 2016 at 56,000 shares worth $640K. The position accounts for 0.18% of the portfolio, ranked #111.

HHG & Company first reported a position in WT in Q3 2015 and has held it in 3 quarters since. The position peaked at $903K in Q3 2015. 237 funds tracked by Wall St. Rank hold WT as of Q1 2016.

  • HHG & Company held 56,000 shares of WisdomTree worth $640K as of Q1 2016.
  • HHG & Company left its WisdomTree share count unchanged in Q1 2016.
  • WisdomTree made up 0.18% of HHG & Company's portfolio in Q1 2016, its #111 holding.
  • HHG & Company first reported a position in WisdomTree in Q3 2015 and has held it in 3 quarters since.
  • HHG & Company's WisdomTree position peaked at $903K in Q3 2015.
  • 237 funds tracked by Wall St. Rank held WisdomTree as of Q1 2016.

Based on HHG & Company's 13F filing for Q1 2016, filed 20 Apr 2016.