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Valtinson Bruner Financial Planning’s WisdomTree US Value Fund WTV Stock Holding History

Valtinson Bruner Financial Planning’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
2023
Q2 		– Sell
-3,811
Closed -$223K – 118
2023
Q1 		$223K Sell
3,811
-331
-8% -$19.9K 0.13% 107
2022
Q4 		$249K Buy
+4,142
New +$236K 0.14% 102

Other funds holding WTV

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
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
CCM
Carlson Capital Management Northfield, Minnesota $2.29B AUM 7.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Valtinson Bruner Financial Planning's WTV Position: Q2 2023 in Review

Valtinson Bruner Financial Planning sold out of WisdomTree US Value Fund (WTV) in Q2 2023, closing a stake of 3,811 shares — an estimated $223K sold.

Valtinson Bruner Financial Planning first reported a position in WTV in Q4 2022 and held it in 2 quarters. The position peaked at $249K in Q4 2022. 43 funds tracked by Wall St. Rank hold WTV as of Q2 2023.

  • Valtinson Bruner Financial Planning reported no remaining WisdomTree US Value Fund position as of Q2 2023 after selling out during the quarter.
  • Valtinson Bruner Financial Planning sold 3,811 WisdomTree US Value Fund shares in Q2 2023, an estimated $223K.
  • Valtinson Bruner Financial Planning first reported a position in WisdomTree US Value Fund in Q4 2022 and held it in 2 quarters.
  • Valtinson Bruner Financial Planning's WisdomTree US Value Fund position peaked at $249K in Q4 2022.
  • 43 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2023.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2023, filed 24 Jul 2023.