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Coulter & Justus Financial Services’s WisdomTree US Value Fund WTV Stock Holding History

Coulter & Justus Financial Services’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 		– Sell
-3,717
Closed -$255K – 126
2023
Q4 		$255K Buy
+3,717
New +$235K 0.17% 33

Other funds holding WTV

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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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Coulter & Justus Financial Services's WTV Position: Q1 2024 in Review

Coulter & Justus Financial Services sold out of WisdomTree US Value Fund (WTV) in Q1 2024, closing a stake of 3,717 shares — an estimated $255K sold.

Coulter & Justus Financial Services first reported a position in WTV in Q4 2023 and held it in 1 quarter. The position peaked at $255K in Q4 2023. 66 funds tracked by Wall St. Rank hold WTV as of Q1 2024.

  • Coulter & Justus Financial Services reported no remaining WisdomTree US Value Fund position as of Q1 2024 after selling out during the quarter.
  • Coulter & Justus Financial Services sold 3,717 WisdomTree US Value Fund shares in Q1 2024, an estimated $255K.
  • Coulter & Justus Financial Services first reported a position in WisdomTree US Value Fund in Q4 2023 and held it in 1 quarter.
  • Coulter & Justus Financial Services's WisdomTree US Value Fund position peaked at $255K in Q4 2023.
  • 66 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q1 2024.

Based on Coulter & Justus Financial Services's 13F filing for Q1 2024, filed 3 May 2024.