Prudential Financial
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Prudential Financial’s WisdomTree US Value Fund WTV Stock Holding History

Prudential Financial’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 		– Sell
-9,736
Closed -$779K – 2761
2024
Q3 		$779K Buy
9,736
+3,131
+47% +$237K ﹤0.01% 2012
2024
Q2 		$482K Sell
6,605
-1,401
-17% -$103K ﹤0.01% 2200
2024
Q1 		$605K Buy
+8,006
New +$564K ﹤0.01% 2096

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 $377B AUM 19.32% 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 $682M AUM 25.04% 1-Year Est. Return
PA
Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return
LFA
Legacy Financial Advisors Covington, Kentucky $715M AUM 22.34% 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 $32.7B AUM 19.2% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Prudential Financial's WTV Position: Q4 2024 in Review

Prudential Financial sold out of WisdomTree US Value Fund (WTV) in Q4 2024, closing a stake of 9,736 shares — an estimated $779K sold.

Prudential Financial first reported a position in WTV in Q1 2024 and held it in 3 quarters. The position peaked at $779K in Q3 2024. 100 funds tracked by Wall St. Rank hold WTV as of Q4 2024.

  • Prudential Financial reported no remaining WisdomTree US Value Fund position as of Q4 2024 after selling out during the quarter.
  • Prudential Financial sold 9,736 WisdomTree US Value Fund shares in Q4 2024, an estimated $779K.
  • Prudential Financial first reported a position in WisdomTree US Value Fund in Q1 2024 and held it in 3 quarters.
  • Prudential Financial's WisdomTree US Value Fund position peaked at $779K in Q3 2024.
  • 100 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q4 2024.

Based on Prudential Financial's 13F filing for Q4 2024, filed 11 Feb 2025.