Lenox Wealth Advisors’s WisdomTree WT Stock Holding History

Lenox Wealth Advisors’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
2014 Q1	–	Sell	-159	Closed	-$3K	–	340
2013 Q4	$3K	Buy	+159	New	+$2.26K	﹤0.01%	281

Other funds holding WT

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CCM

Conatus Capital Management Greenwich, Connecticut $92.3M AUM 45.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

RIM

RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Lenox Wealth Advisors's WT Position: Q1 2014 in Review

Lenox Wealth Advisors sold out of WisdomTree (WT) in Q1 2014, closing a stake of 159 shares — an estimated $3K sold.

Lenox Wealth Advisors first reported a position in WT in Q4 2013 and held it in 1 quarter. The position peaked at $3K in Q4 2013. 190 funds tracked by Wall St. Rank hold WT as of Q1 2014.

Lenox Wealth Advisors reported no remaining WisdomTree position as of Q1 2014 after selling out during the quarter.
Lenox Wealth Advisors sold 159 WisdomTree shares in Q1 2014, an estimated $3K.
Lenox Wealth Advisors first reported a position in WisdomTree in Q4 2013 and held it in 1 quarter.
Lenox Wealth Advisors's WisdomTree position peaked at $3K in Q4 2013.
190 funds tracked by Wall St. Rank held WisdomTree as of Q1 2014.

Based on Lenox Wealth Advisors's 13F filing for Q1 2014, filed 3 Apr 2014.