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Robert N. Shapiro’s WisdomTree WT Stock Holding History

Robert N. Shapiro’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 		$104K Hold
6,642
– – 0.02% 348
2014
Q3 		$76K Buy
6,642
+518
+8% +$5.89K 0.01% 407
2014
Q2 		$76K Hold
6,124
– – 0.01% 407
2014
Q1 		$80K Sell
6,124
-807
-12% -$12.3K 0.01% 403
2013
Q4 		$123K Buy
6,931
+4,169
+151% +$59.3K 0.02% 344
2013
Q3 		$32K Buy
+2,762
New +$33.4K 0.01% 691

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

Robert N. Shapiro's WT Position: Q4 2014 in Review

Robert N. Shapiro held its WisdomTree (WT) position steady in Q4 2014 at 6,642 shares worth $104K. The position accounts for 0.02% of the portfolio, ranked #348.

Robert N. Shapiro first reported a position in WT in Q3 2013 and has held it in 6 quarters since. The position peaked at $123K in Q4 2013. 192 funds tracked by Wall St. Rank hold WT as of Q4 2014.

  • Robert N. Shapiro held 6,642 shares of WisdomTree worth $104K as of Q4 2014.
  • Robert N. Shapiro left its WisdomTree share count unchanged in Q4 2014.
  • WisdomTree made up 0.02% of Robert N. Shapiro's portfolio in Q4 2014, its #348 holding.
  • Robert N. Shapiro first reported a position in WisdomTree in Q3 2013 and has held it in 6 quarters since.
  • Robert N. Shapiro's WisdomTree position peaked at $123K in Q4 2013.
  • 192 funds tracked by Wall St. Rank held WisdomTree as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.