Jupiter Investment Management’s WisdomTree WT Stock Holding History

Jupiter Investment 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
2016 Q2	–	Sell	-62,937	Closed	-$719K	–	528
2016 Q1	$719K	Sell	62,937 -313,972	-83%	-$3.77M	0.01%	341
2015 Q4	$5.91M	Sell	376,909 -492,877	-57%	-$9.05M	0.16%	133
2015 Q3	$14M	Sell	869,786 -567,950	-40%	-$12M	0.4%	83
2015 Q2	$31.6M	Buy	1,437,736 +1,391,651	+3,020%	+$29.3M	0.92%	45
2015 Q1	$988K	Buy	+46,085	New	+$860K	0.03%	226

Other funds holding WT

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

ACH

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

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

FAM

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

Jupiter Investment Management's WT Position: Q2 2016 in Review

Jupiter Investment Management sold out of WisdomTree (WT) in Q2 2016, closing a stake of 62,937 shares — an estimated $719K sold.

Jupiter Investment Management first reported a position in WT in Q1 2015 and held it in 5 quarters. The position peaked at $31.6M in Q2 2015. 218 funds tracked by Wall St. Rank hold WT as of Q2 2016.

Jupiter Investment Management reported no remaining WisdomTree position as of Q2 2016 after selling out during the quarter.
Jupiter Investment Management sold 62,937 WisdomTree shares in Q2 2016, an estimated $719K.
Jupiter Investment Management first reported a position in WisdomTree in Q1 2015 and held it in 5 quarters.
Jupiter Investment Management's WisdomTree position peaked at $31.6M in Q2 2015.
218 funds tracked by Wall St. Rank held WisdomTree as of Q2 2016.

Based on Jupiter Investment Management's 13F filing for Q2 2016, filed 22 Jul 2016.