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Stephens Inc’s WisdomTree WT Stock Holding History

Stephens Inc’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
-1,406
Closed -$22K – 806
2015
Q4 		$22K Buy
1,406
+1,264
+890% +$23.2K ﹤0.01% 729
2015
Q3 		$2K Hold
142
– – ﹤0.01% 752
2015
Q2 		$3K Buy
142
+24
+20% +$506 ﹤0.01% 796
2015
Q1 		$3K Buy
+118
New +$2.2K ﹤0.01% 813

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

Stephens Inc's WT Position: Q1 2016 in Review

Stephens Inc sold out of WisdomTree (WT) in Q1 2016, closing a stake of 1,406 shares — an estimated $22K sold.

Stephens Inc first reported a position in WT in Q1 2015 and held it in 4 quarters. The position peaked at $22K in Q4 2015. 237 funds tracked by Wall St. Rank hold WT as of Q1 2016.

  • Stephens Inc reported no remaining WisdomTree position as of Q1 2016 after selling out during the quarter.
  • Stephens Inc sold 1,406 WisdomTree shares in Q1 2016, an estimated $22K.
  • Stephens Inc first reported a position in WisdomTree in Q1 2015 and held it in 4 quarters.
  • Stephens Inc's WisdomTree position peaked at $22K in Q4 2015.
  • 237 funds tracked by Wall St. Rank held WisdomTree as of Q1 2016.

Based on Stephens Inc's 13F filing for Q1 2016, filed 5 May 2016.