WIM
WT icon

Waverton Investment Management’s WisdomTree WT Stock Holding History

Waverton Investment 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
2017
Q1 		– Sell
-22,422
Closed -$1.82M – 111
2016
Q4 		$1.82M Buy
+22,422
New +$234K 0.12% 73
2016
Q3 		– Sell
-113,275
Closed -$8.69M – 106
2016
Q2 		$8.69M Buy
+113,275
New +$1.25M 0.65% 29

Other funds holding WT

CCK
Clarity Capital KCPS Tel Aviv, Israel $633M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Waverton Investment Management's WT Position: Q1 2017 in Review

Waverton Investment Management sold out of WisdomTree (WT) in Q1 2017, closing a stake of 22,422 shares — an estimated $1.82M sold.

Waverton Investment Management first reported a position in WT in Q2 2016 and held it in 2 quarters. The position peaked at $8.69M in Q2 2016. 204 funds tracked by Wall St. Rank hold WT as of Q1 2017.

  • Waverton Investment Management reported no remaining WisdomTree position as of Q1 2017 after selling out during the quarter.
  • Waverton Investment Management sold 22,422 WisdomTree shares in Q1 2017, an estimated $1.82M.
  • Waverton Investment Management first reported a position in WisdomTree in Q2 2016 and held it in 2 quarters.
  • Waverton Investment Management's WisdomTree position peaked at $8.69M in Q2 2016.
  • 204 funds tracked by Wall St. Rank held WisdomTree as of Q1 2017.

Based on Waverton Investment Management's 13F filing for Q1 2017, filed 7 Apr 2017.