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SignatureFD’s WisdomTree US Value Fund WTV Stock Holding History

SignatureFD’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
2021
Q2 		– Sell
-4,784
Closed -$269K – 3077
2021
Q1 		$269K Hold
4,784
– – 0.01% 485
2020
Q4 		$236K Sell
4,784
-128
-3% -$5.89K 0.01% 483
2020
Q3 		$204K Sell
4,912
-46
-0.9% -$1.9K 0.01% 475
2020
Q2 		$195K Buy
4,958
+396
+9% +$14.7K 0.01% 464
2020
Q1 		$148K Hold
4,562
– – 0.01% 501
2019
Q4 		$216K Buy
4,562
+46
+1% +$2.1K 0.02% 445
2019
Q3 		$197K Hold
4,516
– – 0.02% 417
2019
Q2 		$196K Sell
4,516
-282
-6% -$12.2K 0.02% 396
2019
Q1 		$203K Hold
4,798
– – 0.02% 386
2018
Q4 		$178K Sell
4,798
-90
-2% -$3.61K 0.02% 398
2018
Q3 		$214K Sell
4,888
-338
-6% -$14.5K 0.02% 394
2018
Q2 		$216K Sell
5,226
-456
-8% -$18.7K 0.02% 388
2018
Q1 		$229K Hold
5,682
– – 0.03% 306
2017
Q4 		$234K Hold
5,682
– – 0.03% 301
2017
Q3 		$216K Hold
5,682
– – 0.03% 275
2017
Q2 		$206K Buy
+5,682
New +$203K 0.03% 263
2016
Q4 		– Sell
-5,718
Closed -$182K – 1245
2016
Q3 		$182K Buy
5,718
+434
+8% +$13.8K 0.03% 240
2016
Q2 		$165K Buy
5,284
+1,304
+33% +$40.8K 0.02% 206
2016
Q1 		$125K Buy
+3,980
New +$119K 0.02% 224

Other funds holding WTV

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
LWAC
Laurel Wealth Advisors (California) Solana Beach, California $1.01B AUM 13.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SignatureFD's WTV Position: Q2 2021 in Review

SignatureFD sold out of WisdomTree US Value Fund (WTV) in Q2 2021, closing a stake of 4,784 shares — an estimated $269K sold.

SignatureFD first reported a position in WTV in Q1 2016 and held it in 19 quarters. The position peaked at $269K in Q1 2021. 30 funds tracked by Wall St. Rank hold WTV as of Q2 2021.

  • SignatureFD reported no remaining WisdomTree US Value Fund position as of Q2 2021 after selling out during the quarter.
  • SignatureFD sold 4,784 WisdomTree US Value Fund shares in Q2 2021, an estimated $269K.
  • SignatureFD first reported a position in WisdomTree US Value Fund in Q1 2016 and held it in 19 quarters.
  • SignatureFD's WisdomTree US Value Fund position peaked at $269K in Q1 2021.
  • 30 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2021.

Based on SignatureFD's 13F filing for Q2 2021, filed 26 Jul 2021.