Redwood Investments’s WisdomTree WT Stock Holding History

Redwood Investments’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 Q2	–	Sell	-69,933	Closed	-$918K	–	205
2014 Q1	$918K	Buy	69,933 +47,220	+208%	+$721K	0.13%	93
2013 Q4	$402K	Sell	22,713 -67,805	-75%	-$965K	0.06%	108
2013 Q3	$1.05M	Sell	90,518 -7,986	-8%	-$96.5K	0.15%	93
2013 Q2	$1.14M	Buy	+98,504	New	+$1.15M	0.18%	87

Other funds holding WT

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return

TCM

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

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return

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

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

PCM

Penn Capital Management Philadelphia, Pennsylvania $1.29B AUM 53.44% 1-Year Est. Return

Redwood Investments's WT Position: Q2 2014 in Review

Redwood Investments sold out of WisdomTree (WT) in Q2 2014, closing a stake of 69,933 shares — an estimated $918K sold.

Redwood Investments first reported a position in WT in Q2 2013 and held it in 4 quarters. The position peaked at $1.14M in Q2 2013. 188 funds tracked by Wall St. Rank hold WT as of Q2 2014.

Redwood Investments reported no remaining WisdomTree position as of Q2 2014 after selling out during the quarter.
Redwood Investments sold 69,933 WisdomTree shares in Q2 2014, an estimated $918K.
Redwood Investments first reported a position in WisdomTree in Q2 2013 and held it in 4 quarters.
Redwood Investments's WisdomTree position peaked at $1.14M in Q2 2013.
188 funds tracked by Wall St. Rank held WisdomTree as of Q2 2014.

Based on Redwood Investments's 13F filing for Q2 2014, filed 30 Jul 2014.