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HM Payson & Co’s WisdomTree US Value Fund WTV Stock Holding History

HM Payson & Co’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
2025
Q1 		– Sell
-100
Closed -$8.36K – 1090
2024
Q4 		$8.36K Hold
100
– – ﹤0.01% 856
2024
Q3 		$8K Hold
100
– – ﹤0.01% 860
2024
Q2 		$7.3K Hold
100
– – ﹤0.01% 866
2024
Q1 		$7.56K Hold
100
– – ﹤0.01% 847
2023
Q4 		$6.85K Hold
100
– – ﹤0.01% 843
2023
Q3 		$6.18K Hold
100
– – ﹤0.01% 864
2023
Q2 		$6.26K Hold
100
– – ﹤0.01% 839
2023
Q1 		$5.86K Buy
+100
New +$6.01K ﹤0.01% 843

Other funds holding WTV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
PA
Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
AFS
Anderson Financial Strategies Dayton, Ohio $182M AUM 13.12% 1-Year Est. Return
LFA
Legacy Financial Advisors Covington, Kentucky $715M AUM 22.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

HM Payson & Co's WTV Position: Q1 2025 in Review

HM Payson & Co sold out of WisdomTree US Value Fund (WTV) in Q1 2025, closing a stake of 100 shares — an estimated $8.36K sold.

HM Payson & Co first reported a position in WTV in Q1 2023 and held it in 8 quarters. The position peaked at $8.36K in Q4 2024. 136 funds tracked by Wall St. Rank hold WTV as of Q1 2025.

  • HM Payson & Co reported no remaining WisdomTree US Value Fund position as of Q1 2025 after selling out during the quarter.
  • HM Payson & Co sold 100 WisdomTree US Value Fund shares in Q1 2025, an estimated $8.36K.
  • HM Payson & Co first reported a position in WisdomTree US Value Fund in Q1 2023 and held it in 8 quarters.
  • HM Payson & Co's WisdomTree US Value Fund position peaked at $8.36K in Q4 2024.
  • 136 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q1 2025.

Based on HM Payson & Co's 13F filing for Q1 2025, filed 29 Apr 2025.