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Scotia Capital’s WisdomTree WT Stock Holding History

Scotia Capital’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
-11,775
Closed -$154K – 608
2014
Q1 		$154K Sell
11,775
-172,500
-94% -$2.63M ﹤0.01% 540
2013
Q4 		$3.26M Buy
+184,275
New +$2.62M 0.08% 148

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

Scotia Capital's WT Position: Q2 2014 in Review

Scotia Capital sold out of WisdomTree (WT) in Q2 2014, closing a stake of 11,775 shares — an estimated $154K sold.

Scotia Capital first reported a position in WT in Q4 2013 and held it in 2 quarters. The position peaked at $3.26M in Q4 2013. 188 funds tracked by Wall St. Rank hold WT as of Q2 2014.

  • Scotia Capital reported no remaining WisdomTree position as of Q2 2014 after selling out during the quarter.
  • Scotia Capital sold 11,775 WisdomTree shares in Q2 2014, an estimated $154K.
  • Scotia Capital first reported a position in WisdomTree in Q4 2013 and held it in 2 quarters.
  • Scotia Capital's WisdomTree position peaked at $3.26M in Q4 2013.
  • 188 funds tracked by Wall St. Rank held WisdomTree as of Q2 2014.

Based on Scotia Capital's 13F filing for Q2 2014, filed 14 Aug 2014.