Concert Wealth Management’s WisdomTree US Value Fund WTV Stock Holding History

Concert Wealth Management’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
2016 Q4	–	Sell	-800	Closed	-$25K	–	934
2016 Q3	$25K	Buy	+800	New	+$25.5K	﹤0.01%	880

Other funds holding WTV

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Concert Wealth Management's WTV Position: Q4 2016 in Review

Concert Wealth Management sold out of WisdomTree US Value Fund (WTV) in Q4 2016, closing a stake of 800 shares — an estimated $25K sold.

Concert Wealth Management first reported a position in WTV in Q3 2016 and held it in 1 quarter. The position peaked at $25K in Q3 2016. 35 funds tracked by Wall St. Rank hold WTV as of Q4 2016.

Concert Wealth Management reported no remaining WisdomTree US Value Fund position as of Q4 2016 after selling out during the quarter.
Concert Wealth Management sold 800 WisdomTree US Value Fund shares in Q4 2016, an estimated $25K.
Concert Wealth Management first reported a position in WisdomTree US Value Fund in Q3 2016 and held it in 1 quarter.
Concert Wealth Management's WisdomTree US Value Fund position peaked at $25K in Q3 2016.
35 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.