Kelman-Lazarov Inc’s WisdomTree US Value Fund WTV Stock Holding History

Kelman-Lazarov 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	-4,100	Closed	-$139K	–	259
2016 Q4	$139K	Hold	4,100	–	–	0.08%	121
2016 Q3	$129K	Hold	4,100	–	–	0.07%	128
2016 Q2	$128K	Hold	4,100	–	–	0.07%	132
2016 Q1	$129K	Buy	+4,100	New	+$123K	0.08%	134

Other funds holding WTV

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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

Kelman-Lazarov Inc's WTV Position: Q1 2017 in Review

Kelman-Lazarov Inc sold out of WisdomTree US Value Fund (WTV) in Q1 2017, closing a stake of 4,100 shares — an estimated $139K sold.

Kelman-Lazarov Inc first reported a position in WTV in Q1 2016 and held it in 4 quarters. The position peaked at $139K in Q4 2016. 23 funds tracked by Wall St. Rank hold WTV as of Q1 2017.

Kelman-Lazarov Inc reported no remaining WisdomTree US Value Fund position as of Q1 2017 after selling out during the quarter.
Kelman-Lazarov Inc sold 4,100 WisdomTree US Value Fund shares in Q1 2017, an estimated $139K.
Kelman-Lazarov Inc first reported a position in WisdomTree US Value Fund in Q1 2016 and held it in 4 quarters.
Kelman-Lazarov Inc's WisdomTree US Value Fund position peaked at $139K in Q4 2016.
23 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q1 2017.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2017, filed 25 Apr 2017.