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Rockefeller Financial Services’s WisdomTree WT Stock Holding History

Rockefeller Financial Services’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
-138
Closed -$2K – 635
2015
Q4 		$2K Buy
+138
New +$2.53K ﹤0.01% 525
2014
Q3 		– Sell
-90
Closed -$1K – 593
2014
Q2 		$1K Buy
+90
New +$1.02K ﹤0.01% 599

Other funds holding WT

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

Rockefeller Financial Services's WT Position: Q1 2016 in Review

Rockefeller Financial Services sold out of WisdomTree (WT) in Q1 2016, closing a stake of 138 shares — an estimated $2K sold.

Rockefeller Financial Services first reported a position in WT in Q2 2014 and held it in 2 quarters. The position peaked at $2K in Q4 2015. 237 funds tracked by Wall St. Rank hold WT as of Q1 2016.

  • Rockefeller Financial Services reported no remaining WisdomTree position as of Q1 2016 after selling out during the quarter.
  • Rockefeller Financial Services sold 138 WisdomTree shares in Q1 2016, an estimated $2K.
  • Rockefeller Financial Services first reported a position in WisdomTree in Q2 2014 and held it in 2 quarters.
  • Rockefeller Financial Services's WisdomTree position peaked at $2K in Q4 2015.
  • 237 funds tracked by Wall St. Rank held WisdomTree as of Q1 2016.

Based on Rockefeller Financial Services's 13F filing for Q1 2016, filed 28 Apr 2016.