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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
2016
Q2 		– Sell
-10,300
Closed -$118K – 2474
2016
Q1 		$118K Buy
+10,300
New +$124K ﹤0.01% 1947
2015
Q2 		– Sell
-34,000
Closed -$730K – 3532
2015
Q1 		$730K Sell
34,000
-9,700
-22% -$181K ﹤0.01% 1210
2014
Q4 		$685K Buy
+43,700
New +$608K ﹤0.01% 1137

Other funds holding WT

BlackRock
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
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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of New York Mellon
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.