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Voya Financial Advisors’s WisdomTree US Value Fund WTV Stock Holding History

Voya Financial Advisors’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
-4,372
Closed -$247K – 624
2021
Q1 		$247K Buy
+4,372
New +$234K 0.01% 587
2020
Q2 		– Sell
-18,424
Closed -$610K – 630
2020
Q1 		$610K Sell
18,424
-2,846
-13% -$121K 0.03% 308
2019
Q4 		$1.01M Buy
21,270
+14,720
+225% +$671K 0.05% 269
2019
Q3 		$284K Buy
+6,550
New +$284K 0.02% 503

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

Voya Financial Advisors's WTV Position: Q2 2021 in Review

Voya Financial Advisors sold out of WisdomTree US Value Fund (WTV) in Q2 2021, closing a stake of 4,372 shares — an estimated $247K sold.

Voya Financial Advisors first reported a position in WTV in Q3 2019 and held it in 4 quarters. The position peaked at $1.01M in Q4 2019. 30 funds tracked by Wall St. Rank hold WTV as of Q2 2021.

  • Voya Financial Advisors reported no remaining WisdomTree US Value Fund position as of Q2 2021 after selling out during the quarter.
  • Voya Financial Advisors sold 4,372 WisdomTree US Value Fund shares in Q2 2021, an estimated $247K.
  • Voya Financial Advisors first reported a position in WisdomTree US Value Fund in Q3 2019 and held it in 4 quarters.
  • Voya Financial Advisors's WisdomTree US Value Fund position peaked at $1.01M in Q4 2019.
  • 30 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2021.

Based on Voya Financial Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.