Stanley-Laman Group’s WisdomTree WT Stock Holding History

Stanley-Laman 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
2016 Q1	–	Sell	-51,166	Closed	-$802K	–	355
2015 Q4	$802K	Buy	51,166 +24,730	+94%	+$454K	0.14%	173
2015 Q3	$426K	Buy	26,436 +1,127	+4%	+$23.7K	0.09%	212
2015 Q2	$556K	Buy	+25,309	New	+$534K	0.1%	202

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

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

Stanley-Laman Group's WT Position: Q1 2016 in Review

Stanley-Laman Group sold out of WisdomTree (WT) in Q1 2016, closing a stake of 51,166 shares — an estimated $802K sold.

Stanley-Laman Group first reported a position in WT in Q2 2015 and held it in 3 quarters. The position peaked at $802K in Q4 2015. 237 funds tracked by Wall St. Rank hold WT as of Q1 2016.

Stanley-Laman Group reported no remaining WisdomTree position as of Q1 2016 after selling out during the quarter.
Stanley-Laman Group sold 51,166 WisdomTree shares in Q1 2016, an estimated $802K.
Stanley-Laman Group first reported a position in WisdomTree in Q2 2015 and held it in 3 quarters.
Stanley-Laman Group's WisdomTree position peaked at $802K in Q4 2015.
237 funds tracked by Wall St. Rank held WisdomTree as of Q1 2016.

Based on Stanley-Laman Group's 13F filing for Q1 2016, filed 9 May 2016.