WA
WT icon

Wasatch Advisors’s WisdomTree WT Stock Holding History

Wasatch Advisors’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
Q3 		– Sell
-591,091
Closed -$5.79M – 376
2016
Q2 		$5.79M Sell
591,091
-1,145,794
-66% -$12.6M 0.09% 188
2016
Q1 		$20M Buy
1,736,885
+64,763
+4% +$777K 0.31% 90
2015
Q4 		$26.2M Buy
1,672,122
+330,693
+25% +$6.07M 0.36% 86
2015
Q3 		$21.6M Buy
+1,341,429
New +$28.2M 0.29% 108
2013
Q4 		– Sell
-422,500
Closed -$4.91M – 386
2013
Q3 		$4.91M Sell
422,500
-50,000
-11% -$604K 0.05% 245
2013
Q2 		$5.47M Buy
+472,500
New +$5.52M 0.06% 250

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
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 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
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return