MA
WTV icon

MUFG Americas’s WisdomTree US Value Fund WTV Stock Holding History

MUFG Americas’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
Q4 		– Sell
-394
Closed -$20K – 858
2022
Q3 		$20K Hold
394
– – ﹤0.01% 610
2022
Q2 		$21K Buy
+394
New +$23K ﹤0.01% 599

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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CCM
Carlson Capital Management Northfield, Minnesota $2.29B AUM 7.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MUFG Americas's WTV Position: Q4 2022 in Review

MUFG Americas sold out of WisdomTree US Value Fund (WTV) in Q4 2022, closing a stake of 394 shares — an estimated $20K sold.

MUFG Americas first reported a position in WTV in Q2 2022 and held it in 2 quarters. The position peaked at $21K in Q2 2022. 43 funds tracked by Wall St. Rank hold WTV as of Q4 2022.

  • MUFG Americas reported no remaining WisdomTree US Value Fund position as of Q4 2022 after selling out during the quarter.
  • MUFG Americas sold 394 WisdomTree US Value Fund shares in Q4 2022, an estimated $20K.
  • MUFG Americas first reported a position in WisdomTree US Value Fund in Q2 2022 and held it in 2 quarters.
  • MUFG Americas's WisdomTree US Value Fund position peaked at $21K in Q2 2022.
  • 43 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q4 2022.

Based on MUFG Americas's 13F filing for Q4 2022.