WCG
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Weaver Consulting Group’s WisdomTree US Value Fund WTV Stock Holding History

Weaver Consulting Group’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
2020
Q4 		– Sell
-1,674
Closed -$69K – 910
2020
Q3 		$69K Hold
1,674
– – 0.04% 224
2020
Q2 		$66K Hold
1,674
– – 0.04% 224
2020
Q1 		$54K Hold
1,674
– – 0.04% 216
2019
Q4 		$73K Buy
+1,674
New +$76.3K 0.04% 195

Other funds holding WTV

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MCM
Murphy Capital Management Bedminster, New Jersey $720M AUM 9.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Weaver Consulting Group's WTV Position: Q4 2020 in Review

Weaver Consulting Group sold out of WisdomTree US Value Fund (WTV) in Q4 2020, closing a stake of 1,674 shares — an estimated $69K sold.

Weaver Consulting Group first reported a position in WTV in Q4 2019 and held it in 4 quarters. The position peaked at $73K in Q4 2019. 29 funds tracked by Wall St. Rank hold WTV as of Q4 2020.

  • Weaver Consulting Group reported no remaining WisdomTree US Value Fund position as of Q4 2020 after selling out during the quarter.
  • Weaver Consulting Group sold 1,674 WisdomTree US Value Fund shares in Q4 2020, an estimated $69K.
  • Weaver Consulting Group first reported a position in WisdomTree US Value Fund in Q4 2019 and held it in 4 quarters.
  • Weaver Consulting Group's WisdomTree US Value Fund position peaked at $73K in Q4 2019.
  • 29 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.