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Householder Group Estate & Retirement Specialist’s WisdomTree US Value Fund WTV Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		$16K Hold
194
– – 0.01% 315
2024
Q3 		$15K Hold
194
– – ﹤0.01% 754
2024
Q2 		$14K Hold
194
– – ﹤0.01% 758
2024
Q1 		$14.7K Hold
194
– – ﹤0.01% 732
2023
Q4 		$13K Hold
194
– – ﹤0.01% 718
2023
Q3 		$12K Buy
+194
New +$12.3K ﹤0.01% 748
2023
Q1 		$11K Buy
+194
New +$11.7K ﹤0.01% 794
2022
Q4 		– Sell
-194
Closed -$9K – 1173
2022
Q3 		$9K Buy
+194
New +$10.9K ﹤0.01% 767

Other funds holding WTV

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HWM
Horizon Wealth Management La Grange, Illinois $785M AUM 33.76% 1-Year Est. Return
PA
Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return
LFA
Legacy Financial Advisors Covington, Kentucky $820M AUM 31.98% 1-Year Est. Return
AFS
Anderson Financial Strategies Dayton, Ohio $182M AUM 13.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's WTV Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist held its WisdomTree US Value Fund (WTV) position steady in Q4 2024 at 194 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #315.

Householder Group Estate & Retirement Specialist first reported a position in WTV in Q3 2022 and has held it in 8 quarters since. 100 funds tracked by Wall St. Rank hold WTV as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 194 shares of WisdomTree US Value Fund worth $16K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist left its WisdomTree US Value Fund share count unchanged in Q4 2024.
  • WisdomTree US Value Fund made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #315 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in WisdomTree US Value Fund in Q3 2022 and has held it in 8 quarters since.
  • 100 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.