Federation des caisses Desjardins du Quebec’s WisdomTree US Value Fund WTV Stock Holding History

Federation des caisses Desjardins du Quebec’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
2020 Q1	–	Sell	-200	Closed	-$9.48K	–	2378
2019 Q4	$9.48K	Hold	200	–	–	﹤0.01%	1901
2019 Q3	$8.74K	Hold	200	–	–	﹤0.01%	1852
2019 Q2	$8.69K	Hold	200	–	–	﹤0.01%	1883
2019 Q1	$8.47K	Hold	200	–	–	﹤0.01%	1704
2018 Q4	$7.43K	Hold	200	–	–	﹤0.01%	1685
2018 Q3	$8.72K	Hold	200	–	–	﹤0.01%	1755
2018 Q2	$8.21K	Hold	200	–	–	﹤0.01%	1799
2018 Q1	$8.07K	Hold	200	–	–	﹤0.01%	1758
2017 Q4	$8.24K	Hold	200	–	–	﹤0.01%	1757
2017 Q3	$7.59K	Hold	200	–	–	﹤0.01%	1745
2017 Q2	$7.26K	Hold	200	–	–	﹤0.01%	1819
2017 Q1	$7.03K	Buy	+200	New	+$6.96K	﹤0.01%	1500

Other funds holding WTV

LPL Financial San Diego, California $377B AUM 19.32% 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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BDF

Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

VFA

Voya Financial Advisors Windsor, Connecticut $1B AUM 12.91% 1-Year Est. Return

MCM

Murphy Capital Management Bedminster, New Jersey $720M AUM 9.22% 1-Year Est. Return

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

Federation des caisses Desjardins du Quebec's WTV Position: Q1 2020 in Review

Federation des caisses Desjardins du Quebec sold out of WisdomTree US Value Fund (WTV) in Q1 2020, closing a stake of 200 shares — an estimated $9.48K sold.

Federation des caisses Desjardins du Quebec first reported a position in WTV in Q1 2017 and held it in 12 quarters. The position peaked at $9.48K in Q4 2019. 26 funds tracked by Wall St. Rank hold WTV as of Q1 2020.

Federation des caisses Desjardins du Quebec reported no remaining WisdomTree US Value Fund position as of Q1 2020 after selling out during the quarter.
Federation des caisses Desjardins du Quebec sold 200 WisdomTree US Value Fund shares in Q1 2020, an estimated $9.48K.
Federation des caisses Desjardins du Quebec first reported a position in WisdomTree US Value Fund in Q1 2017 and held it in 12 quarters.
Federation des caisses Desjardins du Quebec's WisdomTree US Value Fund position peaked at $9.48K in Q4 2019.
26 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q1 2020.

Based on Federation des caisses Desjardins du Quebec's 13F filing for Q1 2020, filed 30 Aug 2024.