Homrich & Berg’s WisdomTree US Value Fund WTV Stock Holding History

Homrich & Berg’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
2019 Q1	–	Sell	-5,592	Closed	-$208K	–	331
2018 Q4	$208K	Buy	+5,592	New	+$224K	0.01%	283

Other funds holding WTV

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

BDF

Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return

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

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

MCM

Murphy Capital Management Bedminster, New Jersey $720M AUM 9.22% 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

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

Homrich & Berg's WTV Position: Q1 2019 in Review

Homrich & Berg sold out of WisdomTree US Value Fund (WTV) in Q1 2019, closing a stake of 5,592 shares — an estimated $208K sold.

Homrich & Berg first reported a position in WTV in Q4 2018 and held it in 1 quarter. The position peaked at $208K in Q4 2018. 27 funds tracked by Wall St. Rank hold WTV as of Q1 2019.

Homrich & Berg reported no remaining WisdomTree US Value Fund position as of Q1 2019 after selling out during the quarter.
Homrich & Berg sold 5,592 WisdomTree US Value Fund shares in Q1 2019, an estimated $208K.
Homrich & Berg first reported a position in WisdomTree US Value Fund in Q4 2018 and held it in 1 quarter.
Homrich & Berg's WisdomTree US Value Fund position peaked at $208K in Q4 2018.
27 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q1 2019.

Based on Homrich & Berg's 13F filing for Q1 2019, filed 14 May 2019.