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Flow Traders U.S.’s WisdomTree US Value Fund WTV Stock Holding History

Flow Traders U.S.’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
Q1 		– Sell
-11,994
Closed -$684K – 1149
2022
Q4 		$684K Hold
11,994
– – 0.03% 372
2022
Q3 		$612K Hold
11,994
– – 0.03% 451
2022
Q2 		$636K Hold
11,994
– – 0.03% 431
2022
Q1 		$739K Hold
11,994
– – 0.03% 442
2021
Q4 		$760K Sell
11,994
-21
-0.2% -$1.3K 0.04% 356
2021
Q3 		$713K Buy
+12,015
New +$729K 0.03% 593

Other funds holding WTV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
WWM
WJ Wealth Management Glendale, Arizona $214M AUM 22.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Flow Traders U.S.'s WTV Position: Q1 2023 in Review

Flow Traders U.S. sold out of WisdomTree US Value Fund (WTV) in Q1 2023, closing a stake of 11,994 shares — an estimated $684K sold.

Flow Traders U.S. first reported a position in WTV in Q3 2021 and held it in 6 quarters. The position peaked at $760K in Q4 2021. 46 funds tracked by Wall St. Rank hold WTV as of Q1 2023.

  • Flow Traders U.S. reported no remaining WisdomTree US Value Fund position as of Q1 2023 after selling out during the quarter.
  • Flow Traders U.S. sold 11,994 WisdomTree US Value Fund shares in Q1 2023, an estimated $684K.
  • Flow Traders U.S. first reported a position in WisdomTree US Value Fund in Q3 2021 and held it in 6 quarters.
  • Flow Traders U.S.'s WisdomTree US Value Fund position peaked at $760K in Q4 2021.
  • 46 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q1 2023.

Based on Flow Traders U.S.'s 13F filing for Q1 2023, filed 12 May 2023.