Gradient Investments’s WisdomTree US Value Fund WTV Stock Holding History

Gradient Investments’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 Q3	–	Sell	-54	Closed	-$3.94K	–	1308
2024 Q2	$3.94K	Buy	+54	New	+$3.95K	﹤0.01%	890
2017 Q1	–	Sell	-300	Closed	-$10K	–	840
2016 Q4	$10K	Hold	300	–	–	﹤0.01%	456
2016 Q3	$10K	Hold	300	–	–	﹤0.01%	464
2016 Q2	$9K	Hold	300	–	–	﹤0.01%	454
2016 Q1	$9K	Hold	300	–	–	﹤0.01%	457
2015 Q4	$10K	Hold	300	–	–	﹤0.01%	401
2015 Q3	$9K	Hold	300	–	–	﹤0.01%	398
2015 Q2	$10K	Hold	300	–	–	﹤0.01%	397
2015 Q1	$10K	Hold	300	–	–	﹤0.01%	414
2014 Q4	$10K	Sell	300 -600	-67%	-$18.7K	﹤0.01%	354
2014 Q3	$28K	Hold	900	–	–	0.01%	254
2014 Q2	$28K	Hold	900	–	–	0.01%	262
2014 Q1	$26K	Hold	900	–	–	0.01%	254
2013 Q4	$26K	Hold	900	–	–	0.01%	277
2013 Q3	$24K	Sell	900 -500	-36%	-$13K	0.01%	217
2013 Q2	$35K	Buy	+1,400	New	+$34.8K	0.01%	197

Other funds holding WTV

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Prism Advisors Studio City, California $375M AUM 15.89% 1-Year Est. Return

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

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

TFG

Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

Gradient Investments's WTV Position: Q3 2024 in Review

Gradient Investments sold out of WisdomTree US Value Fund (WTV) in Q3 2024, closing a stake of 54 shares — an estimated $3.94K sold.

Gradient Investments first reported a position in WTV in Q2 2013 and held it in 16 quarters. The position peaked at $35K in Q2 2013. 72 funds tracked by Wall St. Rank hold WTV as of Q3 2024.

Gradient Investments reported no remaining WisdomTree US Value Fund position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 54 WisdomTree US Value Fund shares in Q3 2024, an estimated $3.94K.
Gradient Investments first reported a position in WisdomTree US Value Fund in Q2 2013 and held it in 16 quarters.
Gradient Investments's WisdomTree US Value Fund position peaked at $35K in Q2 2013.
72 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.