BOK Financial’s WisdomTree US Value Fund WTV Stock Holding History

BOK Financial’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
2017 Q4	–	Sell	-292	Closed	-$11K	–	1133
2017 Q3	$11K	Buy	+292	New	+$10.8K	﹤0.01%	1086

Other funds holding WTV

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

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

MCM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

BOK Financial's WTV Position: Q4 2017 in Review

BOK Financial sold out of WisdomTree US Value Fund (WTV) in Q4 2017, closing a stake of 292 shares — an estimated $11K sold.

BOK Financial first reported a position in WTV in Q3 2017 and held it in 1 quarter. The position peaked at $11K in Q3 2017. 21 funds tracked by Wall St. Rank hold WTV as of Q4 2017.

BOK Financial reported no remaining WisdomTree US Value Fund position as of Q4 2017 after selling out during the quarter.
BOK Financial sold 292 WisdomTree US Value Fund shares in Q4 2017, an estimated $11K.
BOK Financial first reported a position in WisdomTree US Value Fund in Q3 2017 and held it in 1 quarter.
BOK Financial's WisdomTree US Value Fund position peaked at $11K in Q3 2017.
21 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q4 2017.

Based on BOK Financial's 13F filing for Q4 2017, filed 14 Feb 2018.