Hudock Inc’s WisdomTree US Value Fund WTV Stock Holding History

Hudock Inc’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 Q1	–	Sell	-632	Closed	-$21K	–	598
2016 Q4	$21K	Sell	632 -12	-2%	-$391	0.01%	306
2016 Q3	$20K	Hold	644	–	–	0.01%	322
2016 Q2	$20K	Buy	644 +314	+95%	+$9.82K	0.01%	336
2016 Q1	$10K	Buy	+330	New	+$9.88K	0.01%	408

Other funds holding WTV

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 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

RJA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

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

MCM

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

Hudock Inc's WTV Position: Q1 2017 in Review

Hudock Inc sold out of WisdomTree US Value Fund (WTV) in Q1 2017, closing a stake of 632 shares — an estimated $21K sold.

Hudock Inc first reported a position in WTV in Q1 2016 and held it in 4 quarters. The position peaked at $21K in Q4 2016. 23 funds tracked by Wall St. Rank hold WTV as of Q1 2017.

Hudock Inc reported no remaining WisdomTree US Value Fund position as of Q1 2017 after selling out during the quarter.
Hudock Inc sold 632 WisdomTree US Value Fund shares in Q1 2017, an estimated $21K.
Hudock Inc first reported a position in WisdomTree US Value Fund in Q1 2016 and held it in 4 quarters.
Hudock Inc's WisdomTree US Value Fund position peaked at $21K in Q4 2016.
23 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q1 2017.

Based on Hudock Inc's 13F filing for Q1 2017, filed 26 Apr 2017.