Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s WisdomTree WT Stock Holding History

Jacobs Levy Equity 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
Q3 		– Sell
-274,230
Closed -$6.02M – 868
2015
Q2 		$6.02M Buy
274,230
+75,500
+38% +$1.59M 0.11% 203
2015
Q1 		$4.26M Buy
+198,730
New +$3.71M 0.07% 245
2014
Q2 		– Sell
-386,450
Closed -$5.07M – 943
2014
Q1 		$5.07M Buy
386,450
+375,050
+3,290% +$5.73M 0.08% 258
2013
Q4 		$202K Buy
+11,400
New +$162K ﹤0.01% 873

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Vanguard Group
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CC
Cannell & Co New York $3.15B AUM 30.62% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Jacobs Levy Equity Management's WT Position: Q3 2015 in Review

Jacobs Levy Equity Management sold out of WisdomTree (WT) in Q3 2015, closing a stake of 274,230 shares — an estimated $6.02M sold.

Jacobs Levy Equity Management first reported a position in WT in Q4 2013 and held it in 4 quarters. The position peaked at $6.02M in Q2 2015. 248 funds tracked by Wall St. Rank hold WT as of Q3 2015.

  • Jacobs Levy Equity Management reported no remaining WisdomTree position as of Q3 2015 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 274,230 WisdomTree shares in Q3 2015, an estimated $6.02M.
  • Jacobs Levy Equity Management first reported a position in WisdomTree in Q4 2013 and held it in 4 quarters.
  • Jacobs Levy Equity Management's WisdomTree position peaked at $6.02M in Q2 2015.
  • 248 funds tracked by Wall St. Rank held WisdomTree as of Q3 2015.

Based on Jacobs Levy Equity Management's 13F filing for Q3 2015, filed 16 Nov 2015.