OFI Advisors’s WisdomTree WT Stock Holding History

OFI 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
2015 Q3	$37K	Buy	2,309 +646	+39%	+$13.6K	﹤0.01%	1612
2015 Q2	$37K	Buy	+1,663	New	+$35.1K	﹤0.01%	1608

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

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

TCM

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

BFA

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Cannell & Co New York $3.15B AUM 30.62% 1-Year Est. Return

BIT

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

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

OFI Advisors's WT Position: Q3 2015 in Review

OFI Advisors increased its WisdomTree (WT) stake by 39% in Q3 2015, buying an estimated $13.6K and bringing the position to 2,309 shares worth $37K. The position accounts for ﹤0.01% of the portfolio, ranked #1612.

OFI Advisors first reported a position in WT in Q2 2015 and has held it in 2 quarters since. 248 funds tracked by Wall St. Rank hold WT as of Q3 2015.

OFI Advisors held 2,309 shares of WisdomTree worth $37K as of Q3 2015.
OFI Advisors bought 646 WisdomTree shares in Q3 2015, an estimated $13.6K.
WisdomTree made up ﹤0.01% of OFI Advisors's portfolio in Q3 2015, its #1612 holding.
OFI Advisors first reported a position in WisdomTree in Q2 2015 and has held it in 2 quarters since.
248 funds tracked by Wall St. Rank held WisdomTree as of Q3 2015.

Based on OFI Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.