WJ Wealth Management’s WisdomTree US Value Fund WTV Stock Holding History

WJ Wealth Management’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	-127,723	Closed	-$7.49M	–	69
2023 Q1	$7.49M	Buy	+127,723	New	+$7.68M	5.07%	9

Other funds holding WTV

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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) 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 Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

WJ Wealth Management's WTV Position: Q2 2023 in Review

WJ Wealth Management sold out of WisdomTree US Value Fund (WTV) in Q2 2023, closing a stake of 127,723 shares — an estimated $7.49M sold.

WJ Wealth Management first reported a position in WTV in Q1 2023 and held it in 1 quarter. The position peaked at $7.49M in Q1 2023. 43 funds tracked by Wall St. Rank hold WTV as of Q2 2023.

WJ Wealth Management reported no remaining WisdomTree US Value Fund position as of Q2 2023 after selling out during the quarter.
WJ Wealth Management sold 127,723 WisdomTree US Value Fund shares in Q2 2023, an estimated $7.49M.
WJ Wealth Management first reported a position in WisdomTree US Value Fund in Q1 2023 and held it in 1 quarter.
WJ Wealth Management's WisdomTree US Value Fund position peaked at $7.49M in Q1 2023.
43 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2023.

Based on WJ Wealth Management's 13F filing for Q2 2023, filed 12 Jul 2023.