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Coppell Advisory Solutions’s WisdomTree US Value Fund WTV Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-75
Closed -$6.24K – 1893
2024
Q4 		$6.24K Hold
75
– – ﹤0.01% 1269
2024
Q3 		$5.99K Hold
75
– – ﹤0.01% 1224
2024
Q2 		$5.47K Buy
+75
New +$5.49K ﹤0.01% 1180
2023
Q4 		$5.14K Buy
+75
New +$4.74K ﹤0.01% 1100
2023
Q3 		– Sell
-75
Closed -$4.66K – 1576
2023
Q2 		$4.66K Buy
+75
New +$4.42K ﹤0.01% 866

Other funds holding WTV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
PA
Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AFS
Anderson Financial Strategies Dayton, Ohio $182M AUM 13.12% 1-Year Est. Return
LFA
Legacy Financial Advisors Covington, Kentucky $715M AUM 22.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Coppell Advisory Solutions's WTV Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of WisdomTree US Value Fund (WTV) in Q1 2025, closing a stake of 75 shares — an estimated $6.24K sold.

Coppell Advisory Solutions first reported a position in WTV in Q2 2023 and held it in 5 quarters. The position peaked at $6.24K in Q4 2024. 136 funds tracked by Wall St. Rank hold WTV as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining WisdomTree US Value Fund position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 75 WisdomTree US Value Fund shares in Q1 2025, an estimated $6.24K.
  • Coppell Advisory Solutions first reported a position in WisdomTree US Value Fund in Q2 2023 and held it in 5 quarters.
  • Coppell Advisory Solutions's WisdomTree US Value Fund position peaked at $6.24K in Q4 2024.
  • 136 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.