Myriad Asset Management’s WisdomTree WT Stock Holding History

Myriad Asset 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
2014 Q2	–	Sell	-275,300	Closed	-$3.61M	–	38
2014 Q1	$3.61M	Sell	275,300 -507,498	-65%	-$7.75M	0.72%	27
2013 Q4	$13.9M	Buy	+782,798	New	+$11.1M	3.58%	8

Other funds holding WT

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

BIT

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

PCM

Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return

Myriad Asset Management's WT Position: Q2 2014 in Review

Myriad Asset Management sold out of WisdomTree (WT) in Q2 2014, closing a stake of 275,300 shares — an estimated $3.61M sold.

Myriad Asset Management first reported a position in WT in Q4 2013 and held it in 2 quarters. The position peaked at $13.9M in Q4 2013. 188 funds tracked by Wall St. Rank hold WT as of Q2 2014.

Myriad Asset Management reported no remaining WisdomTree position as of Q2 2014 after selling out during the quarter.
Myriad Asset Management sold 275,300 WisdomTree shares in Q2 2014, an estimated $3.61M.
Myriad Asset Management first reported a position in WisdomTree in Q4 2013 and held it in 2 quarters.
Myriad Asset Management's WisdomTree position peaked at $13.9M in Q4 2013.
188 funds tracked by Wall St. Rank held WisdomTree as of Q2 2014.

Based on Myriad Asset Management's 13F filing for Q2 2014, filed 12 Aug 2014.