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TCW Group’s WisdomTree WT Stock Holding History

TCW 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
Q4 		– Sell
-98,397
Closed -$1.01M – 708
2016
Q3 		$1.01M Sell
98,397
-46,165
-32% -$481K 0.01% 477
2016
Q2 		$1.42M Sell
144,562
-126,566
-47% -$1.4M 0.01% 408
2016
Q1 		$3.1M Sell
271,128
-153,017
-36% -$1.84M 0.02% 248
2015
Q4 		$6.65M Buy
424,145
+33,563
+9% +$616K 0.05% 165
2015
Q3 		$6.3M Sell
390,582
-409,078
-51% -$8.61M 0.05% 166
2015
Q2 		$17.6M Sell
799,660
-89,599
-10% -$1.89M 0.11% 129
2015
Q1 		$19.1M Sell
889,259
-62,485
-7% -$1.17M 0.09% 165
2014
Q4 		$14.9M Sell
951,744
-210,940
-18% -$2.93M 0.06% 202
2014
Q3 		$13.2M Buy
1,162,684
+187,359
+19% +$2.13M 0.05% 272
2014
Q2 		$12.1M Buy
975,325
+106,299
+12% +$1.2M 0.05% 299
2014
Q1 		$11.4M Buy
869,026
+479,383
+123% +$7.32M 0.05% 306
2013
Q4 		$6.9M Sell
389,643
-122,532
-24% -$1.74M 0.03% 417
2013
Q3 		$5.95M Sell
512,175
-74,038
-13% -$895K 0.03% 451
2013
Q2 		$6.78M Buy
+586,213
New +$6.85M 0.03% 402

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
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
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCW Group's WT Position: Q4 2016 in Review

TCW Group sold out of WisdomTree (WT) in Q4 2016, closing a stake of 98,397 shares — an estimated $1.01M sold.

TCW Group first reported a position in WT in Q2 2013 and held it in 14 quarters. The position peaked at $19.1M in Q1 2015. 221 funds tracked by Wall St. Rank hold WT as of Q4 2016.

  • TCW Group reported no remaining WisdomTree position as of Q4 2016 after selling out during the quarter.
  • TCW Group sold 98,397 WisdomTree shares in Q4 2016, an estimated $1.01M.
  • TCW Group first reported a position in WisdomTree in Q2 2013 and held it in 14 quarters.
  • TCW Group's WisdomTree position peaked at $19.1M in Q1 2015.
  • 221 funds tracked by Wall St. Rank held WisdomTree as of Q4 2016.

Based on TCW Group's 13F filing for Q4 2016, filed 10 Feb 2017.