Advisor Group’s WisdomTree US Value Fund WTV Stock Holding History

Advisor Group’s Portfolio WTV Stock Details WTV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$48K	Buy	1,030 +30	+3%	+$1.37K	﹤0.01%	3450
2019 Q3	$44K	Hold	1,000	–	–	﹤0.01%	3487
2019 Q2	$43K	Hold	1,000	–	–	﹤0.01%	3487
2019 Q1	$42K	Hold	1,000	–	–	﹤0.01%	3509
2018 Q4	$37K	Hold	1,000	–	–	﹤0.01%	3408
2018 Q3	$44K	Hold	1,000	–	–	﹤0.01%	3393
2018 Q2	$41K	Hold	1,000	–	–	﹤0.01%	3261
2018 Q1	$40K	Hold	1,000	–	–	﹤0.01%	3249
2017 Q4	$41K	Hold	1,000	–	–	﹤0.01%	3225
2017 Q3	$38K	Hold	1,000	–	–	﹤0.01%	3143
2017 Q2	$36K	Hold	1,000	–	–	﹤0.01%	3078
2017 Q1	$35K	Sell	1,000 -2,884	-74%	-$100K	﹤0.01%	2983
2016 Q4	$132K	Sell	3,884 -698	-15%	-$22.8K	﹤0.01%	1875
2016 Q3	$145K	Buy	4,582 +982	+27%	+$31.3K	﹤0.01%	1751
2016 Q2	$111K	Buy	+3,600	New	+$113K	﹤0.01%	1854

Other funds holding WTV

PWS

Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BDF

Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return

SMG

Smart Money Group Eastland, Texas $344M AUM 16.66% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

VFA

Voya Financial Advisors Windsor, Connecticut $1B AUM 12.91% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

MCM

Murphy Capital Management Bedminster, New Jersey $720M AUM 9.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisor Group's WTV Position: Q4 2019 in Review

Advisor Group increased its WisdomTree US Value Fund (WTV) stake by 3% in Q4 2019, buying an estimated $1.37K and bringing the position to 1,030 shares worth $48K. The position accounts for ﹤0.01% of the portfolio, ranked #3450.

Advisor Group first reported a position in WTV in Q2 2016 and has held it in 15 quarters since. The position peaked at $145K in Q3 2016. 33 funds tracked by Wall St. Rank hold WTV as of Q4 2019.

Advisor Group held 1,030 shares of WisdomTree US Value Fund worth $48K as of Q4 2019.
Advisor Group bought 30 WisdomTree US Value Fund shares in Q4 2019, an estimated $1.37K.
WisdomTree US Value Fund made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3450 holding.
Advisor Group first reported a position in WisdomTree US Value Fund in Q2 2016 and has held it in 15 quarters since.
Advisor Group's WisdomTree US Value Fund position peaked at $145K in Q3 2016.
33 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.