KLI
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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 Shares
Change % 		Capital Flow 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 +$129K 0.08% 134