Spectrum Management Group’s WisdomTree WT Stock Holding History

Spectrum Management Group’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
2015 Q2	–	Sell	-380	Closed	-$8K	–	133
2015 Q1	$8K	Hold	380	–	–	﹤0.01%	101
2014 Q4	$6K	Hold	380	–	–	﹤0.01%	119
2014 Q3	$4K	Hold	380	–	–	﹤0.01%	119
2014 Q2	$5K	Buy	+380	New	+$4.3K	﹤0.01%	125

Other funds holding WT

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

KCM

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

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

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

BIT

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

Spectrum Management Group's WT Position: Q2 2015 in Review

Spectrum Management Group sold out of WisdomTree (WT) in Q2 2015, closing a stake of 380 shares — an estimated $8K sold.

Spectrum Management Group first reported a position in WT in Q2 2014 and held it in 4 quarters. The position peaked at $8K in Q1 2015. 236 funds tracked by Wall St. Rank hold WT as of Q2 2015.

Spectrum Management Group reported no remaining WisdomTree position as of Q2 2015 after selling out during the quarter.
Spectrum Management Group sold 380 WisdomTree shares in Q2 2015, an estimated $8K.
Spectrum Management Group first reported a position in WisdomTree in Q2 2014 and held it in 4 quarters.
Spectrum Management Group's WisdomTree position peaked at $8K in Q1 2015.
236 funds tracked by Wall St. Rank held WisdomTree as of Q2 2015.

Based on Spectrum Management Group's 13F filing for Q2 2015, filed 10 Aug 2015.