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QS Batterymarch Financial Management’s WisdomTree WT Stock Holding History

QS Batterymarch Financial 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
Q3 		– Sell
-287,522
Closed -$3.55M – 936
2014
Q2 		$3.55M Sell
287,522
-25,100
-8% -$284K 0.09% 343
2014
Q1 		$4.1M Buy
312,622
+53,000
+20% +$809K 0.08% 343
2013
Q4 		$4.6M Buy
259,622
+54,050
+26% +$769K 0.1% 322
2013
Q3 		$2.38M Buy
+205,572
New +$2.48M 0.05% 459

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Vanguard Group
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TCM
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KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BA
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
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.29B AUM 53.44% 1-Year Est. Return

QS Batterymarch Financial Management's WT Position: Q3 2014 in Review

QS Batterymarch Financial Management sold out of WisdomTree (WT) in Q3 2014, closing a stake of 287,522 shares — an estimated $3.55M sold.

QS Batterymarch Financial Management first reported a position in WT in Q3 2013 and held it in 4 quarters. The position peaked at $4.6M in Q4 2013. 186 funds tracked by Wall St. Rank hold WT as of Q3 2014.

  • QS Batterymarch Financial Management reported no remaining WisdomTree position as of Q3 2014 after selling out during the quarter.
  • QS Batterymarch Financial Management sold 287,522 WisdomTree shares in Q3 2014, an estimated $3.55M.
  • QS Batterymarch Financial Management first reported a position in WisdomTree in Q3 2013 and held it in 4 quarters.
  • QS Batterymarch Financial Management's WisdomTree position peaked at $4.6M in Q4 2013.
  • 186 funds tracked by Wall St. Rank held WisdomTree as of Q3 2014.

Based on QS Batterymarch Financial Management's 13F filing for Q3 2014, filed 14 Nov 2014.