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Piper Sandler & Co’s WisdomTree WT Stock Holding History

Piper Sandler & Co’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
Q4 		– Sell
-34,000
Closed -$387K – 164
2014
Q3 		$387K Buy
+34,000
New +$387K 0.2% 46

Other funds holding WT

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Piper Sandler & Co's WT Position: Q4 2014 in Review

Piper Sandler & Co sold out of WisdomTree (WT) in Q4 2014, closing a stake of 34,000 shares — an estimated $387K sold.

Piper Sandler & Co first reported a position in WT in Q3 2014 and held it in 1 quarter. The position peaked at $387K in Q3 2014. 192 funds tracked by Wall St. Rank hold WT as of Q4 2014.

  • Piper Sandler & Co reported no remaining WisdomTree position as of Q4 2014 after selling out during the quarter.
  • Piper Sandler & Co sold 34,000 WisdomTree shares in Q4 2014, an estimated $387K.
  • Piper Sandler & Co first reported a position in WisdomTree in Q3 2014 and held it in 1 quarter.
  • Piper Sandler & Co's WisdomTree position peaked at $387K in Q3 2014.
  • 192 funds tracked by Wall St. Rank held WisdomTree as of Q4 2014.

Based on Piper Sandler & Co's 13F filing for Q4 2014, filed 17 Feb 2015.