Cetera Advisor Networks’s WisdomTree US Value Fund WTV Stock Holding History

Cetera Advisor Networks’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 Q1	$3M	Buy	39,724 +3,913	+11%	+$276K	0.01%	842
2023 Q4	$2.45M	Buy	35,811 +9,100	+34%	+$575K	0.01%	879
2023 Q3	$1.65M	Buy	26,711 +6,208	+30%	+$395K	0.01%	985
2023 Q2	$1.28M	Buy	20,503 +10,989	+116%	+$647K	0.01%	1102
2023 Q1	$558K	Buy	9,514 +586	+7%	+$35.2K	﹤0.01%	1626
2022 Q4	$509K	Sell	8,928 -5,862	-40%	-$334K	﹤0.01%	1634
2022 Q3	$755K	Buy	14,790 +2,224	+18%	+$125K	0.01%	1044
2022 Q2	$666K	Buy	12,566 +735	+6%	+$42.9K	0.01%	1096
2022 Q1	$729K	Buy	11,831 +6,012	+103%	+$370K	0.01%	1074
2021 Q4	$369K	Sell	5,819 -279	-5%	-$17.3K	﹤0.01%	1481
2021 Q3	$362K	Hold	6,098	–	–	﹤0.01%	1411
2021 Q2	$364K	Buy	+6,098	New	+$361K	0.01%	1371
2020 Q3	–	Sell	-222	Closed	-$9K	–	3043
2020 Q2	$9K	Buy	+222	New	+$8.27K	﹤0.01%	2779

Other funds holding WTV

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

PWS

Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

TFG

Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Advisor Networks's WTV Position: Q1 2024 in Review

Cetera Advisor Networks increased its WisdomTree US Value Fund (WTV) stake by 11% in Q1 2024, buying an estimated $276K and bringing the position to 39,724 shares worth $3M. The position accounts for 0.01% of the portfolio, ranked #842.

Cetera Advisor Networks first reported a position in WTV in Q2 2020 and has held it in 13 quarters since. 66 funds tracked by Wall St. Rank hold WTV as of Q1 2024.

Cetera Advisor Networks held 39,724 shares of WisdomTree US Value Fund worth $3M as of Q1 2024.
Cetera Advisor Networks bought 3,913 WisdomTree US Value Fund shares in Q1 2024, an estimated $276K.
WisdomTree US Value Fund made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #842 holding.
Cetera Advisor Networks first reported a position in WisdomTree US Value Fund in Q2 2020 and has held it in 13 quarters since.
66 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.