Sterne Agee Group’s WisdomTree WT Stock Holding History

Sterne Agee 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 Q1	$337K	Buy	15,700 +220	+1%	+$4.11K	0.05%	296
2014 Q4	$243K	Buy	+15,480	New	+$215K	0.04%	293

Other funds holding WT

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

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

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

BIT

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Sterne Agee Group's WT Position: Q1 2015 in Review

Sterne Agee Group increased its WisdomTree (WT) stake by 1.4% in Q1 2015, buying an estimated $4.11K and bringing the position to 15,700 shares worth $337K. The position accounts for 0.05% of the portfolio, ranked #296.

Sterne Agee Group first reported a position in WT in Q4 2014 and has held it in 2 quarters since. 199 funds tracked by Wall St. Rank hold WT as of Q1 2015.

Sterne Agee Group held 15,700 shares of WisdomTree worth $337K as of Q1 2015.
Sterne Agee Group bought 220 WisdomTree shares in Q1 2015, an estimated $4.11K.
WisdomTree made up 0.05% of Sterne Agee Group's portfolio in Q1 2015, its #296 holding.
Sterne Agee Group first reported a position in WisdomTree in Q4 2014 and has held it in 2 quarters since.
199 funds tracked by Wall St. Rank held WisdomTree as of Q1 2015.

Based on Sterne Agee Group's 13F filing for Q1 2015, filed 13 May 2015.