Polar Capital’s WisdomTree WT Stock Holding History

Polar Capital’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 Q1	–	Sell	-14,950	Closed	-$234K	–	281
2015 Q4	$234K	Hold	14,950	–	–	﹤0.01%	263
2015 Q3	$241K	Hold	14,950	–	–	﹤0.01%	267
2015 Q2	$328K	Sell	14,950 -67,750	-82%	-$1.43M	0.01%	277
2015 Q1	$1.77M	Sell	82,700 -14,351	-15%	-$268K	0.03%	226
2014 Q4	$1.52M	Sell	97,051 -351	-0.4%	-$4.88K	0.03%	223
2014 Q3	$1.11M	Hold	97,402	–	–	0.02%	229
2014 Q2	$1.2M	Hold	97,402	–	–	0.03%	237
2014 Q1	$1.28M	Buy	97,402 +17,402	+22%	+$266K	0.03%	236
2013 Q4	$1.42M	Buy	+80,000	New	+$1.14M	0.03%	236

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

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

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

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

BIT

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

Polar Capital's WT Position: Q1 2016 in Review

Polar Capital sold out of WisdomTree (WT) in Q1 2016, closing a stake of 14,950 shares — an estimated $234K sold.

Polar Capital first reported a position in WT in Q4 2013 and held it in 9 quarters. The position peaked at $1.77M in Q1 2015. 237 funds tracked by Wall St. Rank hold WT as of Q1 2016.

Polar Capital reported no remaining WisdomTree position as of Q1 2016 after selling out during the quarter.
Polar Capital sold 14,950 WisdomTree shares in Q1 2016, an estimated $234K.
Polar Capital first reported a position in WisdomTree in Q4 2013 and held it in 9 quarters.
Polar Capital's WisdomTree position peaked at $1.77M in Q1 2015.
237 funds tracked by Wall St. Rank held WisdomTree as of Q1 2016.

Based on Polar Capital's 13F filing for Q1 2016, filed 16 May 2016.