US Bancorp
WTV icon

US Bancorp’s WisdomTree US Value Fund WTV Stock Holding History

US Bancorp’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
2025
Q4 		– Sell
-220
Closed -$20K – 4217
2025
Q3 		$20K Hold
220
– – ﹤0.01% 3069
2025
Q2 		$19K Hold
220
– – ﹤0.01% 3187
2025
Q1 		$18.1K Hold
220
– – ﹤0.01% 3215
2024
Q4 		$18.4K Hold
220
– – ﹤0.01% 3189
2024
Q3 		$17.6K Hold
220
– – ﹤0.01% 3168
2024
Q2 		$16.1K Hold
220
– – ﹤0.01% 3149
2024
Q1 		$16.6K Buy
+220
New +$15.5K ﹤0.01% 3163
2022
Q1 		– Sell
-68
Closed -$4K – 4220
2021
Q4 		$4K Hold
68
– – ﹤0.01% 3744
2021
Q3 		$4K Hold
68
– – ﹤0.01% 3739
2021
Q2 		$4K Sell
68
-504
-88% -$29.8K ﹤0.01% 3688
2021
Q1 		$32K Hold
572
– – ﹤0.01% 2812
2020
Q4 		$28K Hold
572
– – ﹤0.01% 2763
2020
Q3 		$24K Hold
572
– – ﹤0.01% 2746
2020
Q2 		$23K Hold
572
– – ﹤0.01% 2766
2020
Q1 		$19K Hold
572
– – ﹤0.01% 2785
2019
Q4 		$27K Buy
+572
New +$26.1K ﹤0.01% 2762
2017
Q1 		– Sell
-306
Closed -$10K – 3647
2016
Q4 		$10K Buy
+306
New +$9.98K ﹤0.01% 3031

Other funds holding WTV

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return