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Raab & Moskowitz Asset Management’s WisdomTree WT Stock Holding History

Raab & Moskowitz 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
2015
Q1 		– Sell
-461
Closed -$7K – 374
2014
Q4 		$7K Buy
+461
New +$6.41K ﹤0.01% 375

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 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

Raab & Moskowitz Asset Management's WT Position: Q1 2015 in Review

Raab & Moskowitz Asset Management sold out of WisdomTree (WT) in Q1 2015, closing a stake of 461 shares — an estimated $7K sold.

Raab & Moskowitz Asset Management first reported a position in WT in Q4 2014 and held it in 1 quarter. The position peaked at $7K in Q4 2014. 199 funds tracked by Wall St. Rank hold WT as of Q1 2015.

  • Raab & Moskowitz Asset Management reported no remaining WisdomTree position as of Q1 2015 after selling out during the quarter.
  • Raab & Moskowitz Asset Management sold 461 WisdomTree shares in Q1 2015, an estimated $7K.
  • Raab & Moskowitz Asset Management first reported a position in WisdomTree in Q4 2014 and held it in 1 quarter.
  • Raab & Moskowitz Asset Management's WisdomTree position peaked at $7K in Q4 2014.
  • 199 funds tracked by Wall St. Rank held WisdomTree as of Q1 2015.

Based on Raab & Moskowitz Asset Management's 13F filing for Q1 2015, filed 12 May 2015.