Sumitomo Mitsui DS Asset Management’s WisdomTree WT Stock Holding History

Sumitomo Mitsui DS Asset Management’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 Q2	–	Sell	-36,189	Closed	-$413K	–	724
2016 Q1	$413K	Sell	36,189 -68,408	-65%	-$821K	0.01%	631
2015 Q4	$1.64M	Sell	104,597 -9,543	-8%	-$175K	0.06%	271
2015 Q3	$1.84M	Sell	114,140 -45,109	-28%	-$950K	0.06%	258
2015 Q2	$3.5M	Buy	+159,249	New	+$3.36M	0.11%	196

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 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

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management's WT Position: Q2 2016 in Review

Sumitomo Mitsui DS Asset Management sold out of WisdomTree (WT) in Q2 2016, closing a stake of 36,189 shares — an estimated $413K sold.

Sumitomo Mitsui DS Asset Management first reported a position in WT in Q2 2015 and held it in 4 quarters. The position peaked at $3.5M in Q2 2015. 218 funds tracked by Wall St. Rank hold WT as of Q2 2016.

Sumitomo Mitsui DS Asset Management reported no remaining WisdomTree position as of Q2 2016 after selling out during the quarter.
Sumitomo Mitsui DS Asset Management sold 36,189 WisdomTree shares in Q2 2016, an estimated $413K.
Sumitomo Mitsui DS Asset Management first reported a position in WisdomTree in Q2 2015 and held it in 4 quarters.
Sumitomo Mitsui DS Asset Management's WisdomTree position peaked at $3.5M in Q2 2015.
218 funds tracked by Wall St. Rank held WisdomTree as of Q2 2016.

Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q2 2016, filed 29 Jul 2016.