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Stephens Investment Management Group’s WisdomTree WT Stock Holding History

Stephens Investment 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
2016
Q1 		– Sell
-962,855
Closed -$15.1M – 186
2015
Q4 		$15.1M Sell
962,855
-30,660
-3% -$563K 0.53% 78
2015
Q3 		$16M Sell
993,515
-412,517
-29% -$8.68M 0.57% 76
2015
Q2 		$30.9M Buy
1,406,032
+96,815
+7% +$2.04M 0.91% 42
2015
Q1 		$28.1M Buy
1,309,217
+311,862
+31% +$5.82M 0.84% 45
2014
Q4 		$15.6M Buy
+997,355
New +$13.9M 0.47% 93

Other funds holding WT

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $6.8B AUM 45.85% 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 $1.89T AUM 35.08% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 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 Investment Management Group's WT Position: Q1 2016 in Review

Stephens Investment Management Group sold out of WisdomTree (WT) in Q1 2016, closing a stake of 962,855 shares — an estimated $15.1M sold.

Stephens Investment Management Group first reported a position in WT in Q4 2014 and held it in 5 quarters. The position peaked at $30.9M in Q2 2015. 237 funds tracked by Wall St. Rank hold WT as of Q1 2016.

  • Stephens Investment Management Group reported no remaining WisdomTree position as of Q1 2016 after selling out during the quarter.
  • Stephens Investment Management Group sold 962,855 WisdomTree shares in Q1 2016, an estimated $15.1M.
  • Stephens Investment Management Group first reported a position in WisdomTree in Q4 2014 and held it in 5 quarters.
  • Stephens Investment Management Group's WisdomTree position peaked at $30.9M in Q2 2015.
  • 237 funds tracked by Wall St. Rank held WisdomTree as of Q1 2016.

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