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Dana Investment Advisors’s WisdomTree US Value Fund WTV Stock Holding History

Dana Investment Advisors’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
2023
Q2 		– Sell
-7,885
Closed -$462K – 416
2023
Q1 		$462K Buy
+7,885
New +$474K 0.02% 323

Other funds holding WTV

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CCM
Carlson Capital Management Northfield, Minnesota $2.29B AUM 7.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Dana Investment Advisors's WTV Position: Q2 2023 in Review

Dana Investment Advisors sold out of WisdomTree US Value Fund (WTV) in Q2 2023, closing a stake of 7,885 shares — an estimated $462K sold.

Dana Investment Advisors first reported a position in WTV in Q1 2023 and held it in 1 quarter. The position peaked at $462K in Q1 2023. 43 funds tracked by Wall St. Rank hold WTV as of Q2 2023.

  • Dana Investment Advisors reported no remaining WisdomTree US Value Fund position as of Q2 2023 after selling out during the quarter.
  • Dana Investment Advisors sold 7,885 WisdomTree US Value Fund shares in Q2 2023, an estimated $462K.
  • Dana Investment Advisors first reported a position in WisdomTree US Value Fund in Q1 2023 and held it in 1 quarter.
  • Dana Investment Advisors's WisdomTree US Value Fund position peaked at $462K in Q1 2023.
  • 43 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2023.

Based on Dana Investment Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.