Veritable’s WisdomTree WT Stock Holding History

Veritable’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
2014 Q4	–	Sell	-18,300	Closed	-$208K	–	987
2014 Q3	$208K	Buy	18,300 +8,300	+83%	+$94.4K	﹤0.01%	897
2014 Q2	$124K	Sell	10,000 -304	-3%	-$3.44K	﹤0.01%	930
2014 Q1	$135K	Buy	+10,304	New	+$157K	﹤0.01%	887

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

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

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

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

RIM

RS Investment Management San Francisco, California $9.73B AUM 3.24% 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

Veritable's WT Position: Q4 2014 in Review

Veritable sold out of WisdomTree (WT) in Q4 2014, closing a stake of 18,300 shares — an estimated $208K sold.

Veritable first reported a position in WT in Q1 2014 and held it in 3 quarters. The position peaked at $208K in Q3 2014. 192 funds tracked by Wall St. Rank hold WT as of Q4 2014.

Veritable reported no remaining WisdomTree position as of Q4 2014 after selling out during the quarter.
Veritable sold 18,300 WisdomTree shares in Q4 2014, an estimated $208K.
Veritable first reported a position in WisdomTree in Q1 2014 and held it in 3 quarters.
Veritable's WisdomTree position peaked at $208K in Q3 2014.
192 funds tracked by Wall St. Rank held WisdomTree as of Q4 2014.

Based on Veritable's 13F filing for Q4 2014, filed 17 Feb 2015.