LWA
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Lowe Wealth Advisors’s WisdomTree US Value Fund WTV Stock Holding History

Lowe Wealth Advisors’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
2020
Q1 		– Sell
-112
Closed -$5K – 347
2019
Q4 		$5K Hold
112
– – ﹤0.01% 207
2019
Q3 		$5K Hold
112
– – ﹤0.01% 196
2019
Q2 		$5K Hold
112
– – ﹤0.01% 210
2019
Q1 		$4K Buy
+112
New +$4.63K ﹤0.01% 193

Other funds holding WTV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VFA
Voya Financial Advisors Windsor, Connecticut $1B AUM 12.91% 1-Year Est. Return
MCM
Murphy Capital Management Bedminster, New Jersey $720M AUM 9.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lowe Wealth Advisors's WTV Position: Q1 2020 in Review

Lowe Wealth Advisors sold out of WisdomTree US Value Fund (WTV) in Q1 2020, closing a stake of 112 shares — an estimated $5K sold.

Lowe Wealth Advisors first reported a position in WTV in Q1 2019 and held it in 4 quarters. The position peaked at $5K in Q4 2019. 26 funds tracked by Wall St. Rank hold WTV as of Q1 2020.

  • Lowe Wealth Advisors reported no remaining WisdomTree US Value Fund position as of Q1 2020 after selling out during the quarter.
  • Lowe Wealth Advisors sold 112 WisdomTree US Value Fund shares in Q1 2020, an estimated $5K.
  • Lowe Wealth Advisors first reported a position in WisdomTree US Value Fund in Q1 2019 and held it in 4 quarters.
  • Lowe Wealth Advisors's WisdomTree US Value Fund position peaked at $5K in Q4 2019.
  • 26 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q1 2020.

Based on Lowe Wealth Advisors's 13F filing for Q1 2020, filed 10 Apr 2020.