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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

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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