WMS Partners’s WisdomTree WT Stock Holding History

WMS Partners’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 Q2	–	Sell	-10,923	Closed	-$143K	–	250
2014 Q1	$143K	Buy	+10,923	New	+$167K	0.02%	235

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

Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return

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

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

PCM

Penn Capital Management Philadelphia, Pennsylvania $1.29B AUM 53.44% 1-Year Est. Return

WMS Partners's WT Position: Q2 2014 in Review

WMS Partners sold out of WisdomTree (WT) in Q2 2014, closing a stake of 10,923 shares — an estimated $143K sold.

WMS Partners first reported a position in WT in Q1 2014 and held it in 1 quarter. The position peaked at $143K in Q1 2014. 188 funds tracked by Wall St. Rank hold WT as of Q2 2014.

WMS Partners reported no remaining WisdomTree position as of Q2 2014 after selling out during the quarter.
WMS Partners sold 10,923 WisdomTree shares in Q2 2014, an estimated $143K.
WMS Partners first reported a position in WisdomTree in Q1 2014 and held it in 1 quarter.
WMS Partners's WisdomTree position peaked at $143K in Q1 2014.
188 funds tracked by Wall St. Rank held WisdomTree as of Q2 2014.

Based on WMS Partners's 13F filing for Q2 2014, filed 11 Aug 2014.