Jefferies Group’s WisdomTree WT Stock Holding History

Jefferies Group’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
2019 Q4	–	Sell	-16,874	Closed	-$88K	–	3054
2019 Q3	$88K	Buy	+16,874	New	+$95.4K	﹤0.01%	2528
2018 Q2	–	Sell	-26,403	Closed	-$242K	–	2726
2018 Q1	$242K	Buy	+26,403	New	+$285K	﹤0.01%	1890
2016 Q2	–	Sell	-3,344	Closed	-$38K	–	2475
2016 Q1	$38K	Buy	+3,344	New	+$40.1K	﹤0.01%	2059
2015 Q1	–	Sell	-12,992	Closed	-$243K	–	2428
2014 Q4	$203K	Buy	+12,992	New	+$181K	﹤0.01%	1747

Other funds holding WT

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

ACH

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Jefferies Group's WT Position: Q4 2019 in Review

Jefferies Group sold out of WisdomTree (WT) in Q4 2019, closing a stake of 16,874 shares — an estimated $88K sold.

Jefferies Group first reported a position in WT in Q4 2014 and held it in 4 quarters. The position peaked at $242K in Q1 2018. 168 funds tracked by Wall St. Rank hold WT as of Q4 2019.

Jefferies Group reported no remaining WisdomTree position as of Q4 2019 after selling out during the quarter.
Jefferies Group sold 16,874 WisdomTree shares in Q4 2019, an estimated $88K.
Jefferies Group first reported a position in WisdomTree in Q4 2014 and held it in 4 quarters.
Jefferies Group's WisdomTree position peaked at $242K in Q1 2018.
168 funds tracked by Wall St. Rank held WisdomTree as of Q4 2019.

Based on Jefferies Group's 13F filing for Q4 2019, filed 13 Feb 2020.