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Hodges Capital Management’s WisdomTree WT Stock Holding History

Hodges Capital 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
2017
Q3 		– Sell
-1,007,802
Closed -$10.2M – 271
2017
Q2 		$10.2M Sell
1,007,802
-785,479
-44% -$7.25M 0.61% 56
2017
Q1 		$16.3M Sell
1,793,281
-928,154
-34% -$8.98M 0.81% 44
2016
Q4 		$30.3M Sell
2,721,435
-159,061
-6% -$1.66M 1.39% 23
2016
Q3 		$29.6M Buy
2,880,496
+2,251,224
+358% +$23.5M 1.43% 25
2016
Q2 		$6.16M Sell
629,272
-894,583
-59% -$9.86M 0.3% 75
2016
Q1 		$17.4M Sell
1,523,855
-160,854
-10% -$1.93M 0.81% 53
2015
Q4 		$26.4M Sell
1,684,709
-90,389
-5% -$1.66M 1.1% 33
2015
Q3 		$28.6M Buy
1,775,098
+681,642
+62% +$14.3M 1.17% 28
2015
Q2 		$24M Buy
1,093,456
+2,173
+0.2% +$45.8K 0.87% 46
2015
Q1 		$23.4M Sell
1,091,283
-725,916
-40% -$13.6M 0.89% 41
2014
Q4 		$28.5M Sell
1,817,199
-319,997
-15% -$4.45M 1.16% 19
2014
Q3 		$24.3M Buy
2,137,196
+823,060
+63% +$9.36M 1.01% 25
2014
Q2 		$16.2M Buy
1,314,136
+225,215
+21% +$2.55M 0.76% 50
2014
Q1 		$14.3M Buy
1,088,921
+201,071
+23% +$3.07M 0.84% 37
2013
Q4 		$15.7M Sell
887,850
-7,105
-0.8% -$101K 1.13% 16
2013
Q3 		$10.4M Buy
894,955
+70,710
+9% +$854K 0.9% 43
2013
Q2 		$9.54M Buy
+824,245
New +$9.64M 1.01% 33

Other funds holding WT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Hodges Capital Management's WT Position: Q3 2017 in Review

Hodges Capital Management sold out of WisdomTree (WT) in Q3 2017, closing a stake of 1,007,802 shares — an estimated $10.2M sold.

Hodges Capital Management first reported a position in WT in Q2 2013 and held it in 17 quarters. The position peaked at $30.3M in Q4 2016. 204 funds tracked by Wall St. Rank hold WT as of Q3 2017.

  • Hodges Capital Management reported no remaining WisdomTree position as of Q3 2017 after selling out during the quarter.
  • Hodges Capital Management sold 1,007,802 WisdomTree shares in Q3 2017, an estimated $10.2M.
  • Hodges Capital Management first reported a position in WisdomTree in Q2 2013 and held it in 17 quarters.
  • Hodges Capital Management's WisdomTree position peaked at $30.3M in Q4 2016.
  • 204 funds tracked by Wall St. Rank held WisdomTree as of Q3 2017.

Based on Hodges Capital Management's 13F filing for Q3 2017, filed 2 Nov 2017.