Shufro Rose & Co’s WisdomTree WT Stock Holding History

Shufro Rose & Co’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 Q3	–	Sell	-20,000	Closed	-$196K	–	275
2016 Q2	$196K	Buy	+20,000	New	+$221K	0.02%	240

Other funds holding WT

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

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 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

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Shufro Rose & Co's WT Position: Q3 2016 in Review

Shufro Rose & Co sold out of WisdomTree (WT) in Q3 2016, closing a stake of 20,000 shares — an estimated $196K sold.

Shufro Rose & Co first reported a position in WT in Q2 2016 and held it in 1 quarter. The position peaked at $196K in Q2 2016. 211 funds tracked by Wall St. Rank hold WT as of Q3 2016.

Shufro Rose & Co reported no remaining WisdomTree position as of Q3 2016 after selling out during the quarter.
Shufro Rose & Co sold 20,000 WisdomTree shares in Q3 2016, an estimated $196K.
Shufro Rose & Co first reported a position in WisdomTree in Q2 2016 and held it in 1 quarter.
Shufro Rose & Co's WisdomTree position peaked at $196K in Q2 2016.
211 funds tracked by Wall St. Rank held WisdomTree as of Q3 2016.

Based on Shufro Rose & Co's 13F filing for Q3 2016, filed 10 Nov 2016.