First Allied Advisory Services’s WisdomTree US Value Fund WTV Stock Holding History

First Allied Advisory Services’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
2018 Q1	–	Sell	-490	Closed	-$20K	–	1505
2017 Q4	$20K	Buy	+490	New	+$19.4K	﹤0.01%	1402

Other funds holding WTV

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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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

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

First Allied Advisory Services's WTV Position: Q1 2018 in Review

First Allied Advisory Services sold out of WisdomTree US Value Fund (WTV) in Q1 2018, closing a stake of 490 shares — an estimated $20K sold.

First Allied Advisory Services first reported a position in WTV in Q4 2017 and held it in 1 quarter. The position peaked at $20K in Q4 2017. 24 funds tracked by Wall St. Rank hold WTV as of Q1 2018.

First Allied Advisory Services reported no remaining WisdomTree US Value Fund position as of Q1 2018 after selling out during the quarter.
First Allied Advisory Services sold 490 WisdomTree US Value Fund shares in Q1 2018, an estimated $20K.
First Allied Advisory Services first reported a position in WisdomTree US Value Fund in Q4 2017 and held it in 1 quarter.
First Allied Advisory Services's WisdomTree US Value Fund position peaked at $20K in Q4 2017.
24 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q1 2018.

Based on First Allied Advisory Services's 13F filing for Q1 2018, filed 11 May 2018.