Corient Private Wealth
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Corient Private Wealth’s WisdomTree US Value Fund WTV Stock Holding History

Corient Private Wealth’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
Q4 		– Sell
-44,784
Closed -$3.58M – 2558
2024
Q3 		$3.58M Sell
44,784
-36
-0.1% -$2.72K 0.01% 858
2024
Q2 		$3.27M Sell
44,820
-33
-0.1% -$2.42K 0.01% 836
2024
Q1 		$3.39M Sell
44,853
-310
-0.7% -$21.8K 0.01% 813
2023
Q4 		$3.1M Sell
45,163
-1,651
-4% -$104K 0.01% 838
2023
Q3 		$2.89M Sell
46,814
-133
-0.3% -$8.46K 0.01% 787
2023
Q2 		$2.94M Buy
+46,947
New +$2.76M 0.01% 784

Other funds holding WTV

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HWM
Horizon Wealth Management La Grange, Illinois $682M AUM 25.04% 1-Year Est. Return
PA
Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return
LFA
Legacy Financial Advisors Covington, Kentucky $715M AUM 22.34% 1-Year Est. Return
AFS
Anderson Financial Strategies Dayton, Ohio $182M AUM 13.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Corient Private Wealth's WTV Position: Q4 2024 in Review

Corient Private Wealth sold out of WisdomTree US Value Fund (WTV) in Q4 2024, closing a stake of 44,784 shares — an estimated $3.58M sold.

Corient Private Wealth first reported a position in WTV in Q2 2023 and held it in 6 quarters. The position peaked at $3.58M in Q3 2024. 100 funds tracked by Wall St. Rank hold WTV as of Q4 2024.

  • Corient Private Wealth reported no remaining WisdomTree US Value Fund position as of Q4 2024 after selling out during the quarter.
  • Corient Private Wealth sold 44,784 WisdomTree US Value Fund shares in Q4 2024, an estimated $3.58M.
  • Corient Private Wealth first reported a position in WisdomTree US Value Fund in Q2 2023 and held it in 6 quarters.
  • Corient Private Wealth's WisdomTree US Value Fund position peaked at $3.58M in Q3 2024.
  • 100 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q4 2024.

Based on Corient Private Wealth's 13F filing for Q4 2024, filed 10 Feb 2025.