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Belpointe Asset Management’s WisdomTree US Value Fund WTV Stock Holding History

Belpointe Asset Management’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
2024
Q2 		– Sell
-3,332
Closed -$252K – 947
2024
Q1 		$252K Buy
3,332
+29
+0.9% +$2.04K 0.02% 665
2023
Q4 		$226K Buy
+3,303
New +$209K 0.02% 626
2023
Q2 		– Sell
-1,620
Closed -$95K – 3397
2023
Q1 		$95K Buy
1,620
+716
+79% +$43.1K 0.01% 1336
2022
Q4 		$51.5K Buy
+904
New +$51.4K ﹤0.01% 1588

Other funds holding WTV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LFA
Legacy Financial Advisors Covington, Kentucky $715M AUM 22.34% 1-Year Est. Return
PA
Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return
PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Belpointe Asset Management's WTV Position: Q2 2024 in Review

Belpointe Asset Management sold out of WisdomTree US Value Fund (WTV) in Q2 2024, closing a stake of 3,332 shares — an estimated $252K sold.

Belpointe Asset Management first reported a position in WTV in Q4 2022 and held it in 4 quarters. The position peaked at $252K in Q1 2024. 70 funds tracked by Wall St. Rank hold WTV as of Q2 2024.

  • Belpointe Asset Management reported no remaining WisdomTree US Value Fund position as of Q2 2024 after selling out during the quarter.
  • Belpointe Asset Management sold 3,332 WisdomTree US Value Fund shares in Q2 2024, an estimated $252K.
  • Belpointe Asset Management first reported a position in WisdomTree US Value Fund in Q4 2022 and held it in 4 quarters.
  • Belpointe Asset Management's WisdomTree US Value Fund position peaked at $252K in Q1 2024.
  • 70 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2024.

Based on Belpointe Asset Management's 13F filing for Q2 2024, filed 2 Aug 2024.