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Ground Swell Capital’s WisdomTree US Value Fund WTV Stock Holding History

Ground Swell Capital’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
2014
Q3 		– Sell
-34
Closed -$1K – 2811
2014
Q2 		$1K Buy
+34
New +$1.01K ﹤0.01% 1798

Other funds holding WTV

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MCM
Murphy Capital Management Bedminster, New Jersey $720M AUM 9.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return

Ground Swell Capital's WTV Position: Q3 2014 in Review

Ground Swell Capital sold out of WisdomTree US Value Fund (WTV) in Q3 2014, closing a stake of 34 shares — an estimated $1K sold.

Ground Swell Capital first reported a position in WTV in Q2 2014 and held it in 1 quarter. The position peaked at $1K in Q2 2014. 13 funds tracked by Wall St. Rank hold WTV as of Q3 2014.

  • Ground Swell Capital reported no remaining WisdomTree US Value Fund position as of Q3 2014 after selling out during the quarter.
  • Ground Swell Capital sold 34 WisdomTree US Value Fund shares in Q3 2014, an estimated $1K.
  • Ground Swell Capital first reported a position in WisdomTree US Value Fund in Q2 2014 and held it in 1 quarter.
  • Ground Swell Capital's WisdomTree US Value Fund position peaked at $1K in Q2 2014.
  • 13 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.