DB Wealth Management Group’s WisdomTree US Value Fund WTV Stock Holding History

DB Wealth Management Group’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 Q4	$24.5K	Buy	+358	New	+$22.6K	0.01%	214

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

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

PWS

Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 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

CCM

Carlson Capital Management Northfield, Minnesota $2.29B AUM 7.48% 1-Year Est. Return

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

Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return

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

DB Wealth Management Group's WTV Position: Q4 2023 in Review

DB Wealth Management Group opened a new position in WisdomTree US Value Fund (WTV) in Q4 2023: 358 shares worth $24.5K. The stake represents 0.01% of the portfolio and ranks #214 among its holdings.

59 funds tracked by Wall St. Rank hold WTV as of Q4 2023.

DB Wealth Management Group held 358 shares of WisdomTree US Value Fund worth $24.5K as of Q4 2023.
WisdomTree US Value Fund was a new DB Wealth Management Group position in Q4 2023.
WisdomTree US Value Fund made up 0.01% of DB Wealth Management Group's portfolio in Q4 2023, its #214 holding.
59 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.