Ameriprise’s WisdomTree US Value Fund WTV Stock Holding History

Ameriprise’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
2013 Q3	–	Sell	-400	Closed	-$10K	–	5685
2013 Q2	$10K	Buy	+400	New	+$9.95K	﹤0.01%	4786

Other funds holding WTV

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CIC

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

MCM

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

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

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Ameriprise's WTV Position: Q3 2013 in Review

Ameriprise sold out of WisdomTree US Value Fund (WTV) in Q3 2013, closing a stake of 400 shares — an estimated $10K sold.

Ameriprise first reported a position in WTV in Q2 2013 and held it in 1 quarter. The position peaked at $10K in Q2 2013. 13 funds tracked by Wall St. Rank hold WTV as of Q3 2013.

Ameriprise reported no remaining WisdomTree US Value Fund position as of Q3 2013 after selling out during the quarter.
Ameriprise sold 400 WisdomTree US Value Fund shares in Q3 2013, an estimated $10K.
Ameriprise first reported a position in WisdomTree US Value Fund in Q2 2013 and held it in 1 quarter.
Ameriprise's WisdomTree US Value Fund position peaked at $10K in Q2 2013.
13 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q3 2013.

Based on Ameriprise's 13F filing for Q3 2013, filed 14 Nov 2013.