Jackson Square Partners’s WisdomTree WT Stock Holding History

Jackson Square Partners’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
2018 Q1	–	Sell	-3,270,702	Closed	-$41M	–	93
2017 Q4	$41M	Sell	3,270,702 -39,663	-1%	-$455K	0.21%	78
2017 Q3	$33.7M	Buy	3,310,365 +153,705	+5%	+$1.49M	0.16%	81
2017 Q2	$32.1M	Sell	3,156,660 -793,538	-20%	-$7.33M	0.16%	77
2017 Q1	$35.9M	Buy	3,950,198 +53,202	+1%	+$515K	0.18%	77
2016 Q4	$43.4M	Sell	3,896,996 -67,078	-2%	-$700K	0.22%	71
2016 Q3	$40.8M	Sell	3,964,074 -1,011,155	-20%	-$10.5M	0.18%	72
2016 Q2	$48.7M	Buy	4,975,229 +2,913,362	+141%	+$32.1M	0.2%	57
2016 Q1	$23.6M	Sell	2,061,867 -25,674	-1%	-$308K	0.09%	61
2015 Q4	$32.7M	Sell	2,087,541 -666,637	-24%	-$12.2M	0.12%	61
2015 Q3	$44.4M	Sell	2,754,178 -207,145	-7%	-$4.36M	0.2%	56
2015 Q2	$65M	Sell	2,961,323 -274,402	-8%	-$5.79M	0.25%	58
2015 Q1	$69.4M	Buy	3,235,725 +1,939,546	+150%	+$36.2M	0.27%	58
2014 Q4	$20.3M	Sell	1,296,179 -192,275	-13%	-$2.67M	0.08%	55
2014 Q3	$16.9M	Buy	+1,488,454	New	+$16.9M	0.07%	55

Other funds holding WT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Jackson Square Partners's WT Position: Q1 2018 in Review

Jackson Square Partners sold out of WisdomTree (WT) in Q1 2018, closing a stake of 3,270,702 shares — an estimated $41M sold.

Jackson Square Partners first reported a position in WT in Q3 2014 and held it in 14 quarters. The position peaked at $69.4M in Q1 2015. 211 funds tracked by Wall St. Rank hold WT as of Q1 2018.

Jackson Square Partners reported no remaining WisdomTree position as of Q1 2018 after selling out during the quarter.
Jackson Square Partners sold 3,270,702 WisdomTree shares in Q1 2018, an estimated $41M.
Jackson Square Partners first reported a position in WisdomTree in Q3 2014 and held it in 14 quarters.
Jackson Square Partners's WisdomTree position peaked at $69.4M in Q1 2015.
211 funds tracked by Wall St. Rank held WisdomTree as of Q1 2018.

Based on Jackson Square Partners's 13F filing for Q1 2018, filed 14 May 2018.