Laurel Wealth Advisors (California)’s WisdomTree US Value Fund WTV Stock Holding History

Laurel Wealth Advisors (California)’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
2022 Q1	–	Sell	-19,544	Closed	-$1.24M	–	814
2021 Q4	$1.24M	Buy	19,544 +568	+3%	+$35.2K	0.1%	219
2021 Q3	$1.13M	Buy	18,976 +4,952	+35%	+$300K	0.21%	117
2021 Q2	$838K	Buy	14,024 +4,392	+46%	+$260K	0.11%	196
2021 Q1	$542K	Buy	+9,632	New	+$516K	0.08%	243

Other funds holding WTV

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

BDF

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

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

Laurel Wealth Advisors (California)'s WTV Position: Q1 2022 in Review

Laurel Wealth Advisors (California) sold out of WisdomTree US Value Fund (WTV) in Q1 2022, closing a stake of 19,544 shares — an estimated $1.24M sold.

Laurel Wealth Advisors (California) first reported a position in WTV in Q1 2021 and held it in 4 quarters. The position peaked at $1.24M in Q4 2021. 39 funds tracked by Wall St. Rank hold WTV as of Q1 2022.

Laurel Wealth Advisors (California) reported no remaining WisdomTree US Value Fund position as of Q1 2022 after selling out during the quarter.
Laurel Wealth Advisors (California) sold 19,544 WisdomTree US Value Fund shares in Q1 2022, an estimated $1.24M.
Laurel Wealth Advisors (California) first reported a position in WisdomTree US Value Fund in Q1 2021 and held it in 4 quarters.
Laurel Wealth Advisors (California)'s WisdomTree US Value Fund position peaked at $1.24M in Q4 2021.
39 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q1 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q1 2022, filed 13 May 2022.