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US Global Investors Funds’s WisdomTree WT Stock Holding History

US Global Investors Funds’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
2013
Q4 		$531K Buy
+30,000
New +$427K 0.1% 169

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CCM
Conatus Capital Management Greenwich, Connecticut $92.3M AUM 45.31% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

US Global Investors Funds's WT Position: Q4 2013 in Review

US Global Investors Funds opened a new position in WisdomTree (WT) in Q4 2013: 30,000 shares worth $531K. The stake represents 0.1% of the portfolio and ranks #169 among its holdings.

190 funds tracked by Wall St. Rank hold WT as of Q4 2013.

  • US Global Investors Funds held 30,000 shares of WisdomTree worth $531K as of Q4 2013.
  • WisdomTree was a new US Global Investors Funds position in Q4 2013.
  • WisdomTree made up 0.1% of US Global Investors Funds's portfolio in Q4 2013, its #169 holding.
  • 190 funds tracked by Wall St. Rank held WisdomTree as of Q4 2013.

Based on US Global Investors Funds's 13F filing for Q4 2013, filed 18 Feb 2014.