Hillsdale Investment Management’s WisdomTree WT Stock Holding History

Hillsdale Investment Management’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
2015 Q1	–	Sell	-320	Closed	-$5K	–	576
2014 Q4	$5K	Hold	320	–	–	﹤0.01%	532
2014 Q3	$4K	Hold	320	–	–	﹤0.01%	533
2014 Q2	$4K	Hold	320	–	–	﹤0.01%	533
2014 Q1	$4K	Sell	320 -500	-61%	-$7.64K	﹤0.01%	526
2013 Q4	$15K	Sell	820 -330	-29%	-$4.7K	﹤0.01%	461
2013 Q3	$13K	Sell	1,150 -61,900	-98%	-$748K	﹤0.01%	450
2013 Q2	$729K	Buy	+63,050	New	+$737K	0.24%	46

Other funds holding WT

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Hillsdale Investment Management's WT Position: Q1 2015 in Review

Hillsdale Investment Management sold out of WisdomTree (WT) in Q1 2015, closing a stake of 320 shares — an estimated $5K sold.

Hillsdale Investment Management first reported a position in WT in Q2 2013 and held it in 7 quarters. The position peaked at $729K in Q2 2013. 199 funds tracked by Wall St. Rank hold WT as of Q1 2015.

Hillsdale Investment Management reported no remaining WisdomTree position as of Q1 2015 after selling out during the quarter.
Hillsdale Investment Management sold 320 WisdomTree shares in Q1 2015, an estimated $5K.
Hillsdale Investment Management first reported a position in WisdomTree in Q2 2013 and held it in 7 quarters.
Hillsdale Investment Management's WisdomTree position peaked at $729K in Q2 2013.
199 funds tracked by Wall St. Rank held WisdomTree as of Q1 2015.

Based on Hillsdale Investment Management's 13F filing for Q1 2015, filed 12 May 2015.