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FIG FINANCIAL ADVISORY SERVICES INC /ADV’s WisdomTree US Value Fund WTV Stock Holding History

FIG FINANCIAL ADVISORY SERVICES INC /ADV’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
Q2 		– Sell
-16,781
Closed -$1.38M – 94
2025
Q1 		$1.38M Buy
+16,781
New +$1.42M 0.97% 25

Other funds holding WTV

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SAF
Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

FIG FINANCIAL ADVISORY SERVICES INC /ADV's WTV Position: Q2 2025 in Review

FIG FINANCIAL ADVISORY SERVICES INC /ADV sold out of WisdomTree US Value Fund (WTV) in Q2 2025, closing a stake of 16,781 shares — an estimated $1.38M sold.

FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in WTV in Q1 2025 and held it in 1 quarter. The position peaked at $1.38M in Q1 2025. 158 funds tracked by Wall St. Rank hold WTV as of Q2 2025.

  • FIG FINANCIAL ADVISORY SERVICES INC /ADV reported no remaining WisdomTree US Value Fund position as of Q2 2025 after selling out during the quarter.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV sold 16,781 WisdomTree US Value Fund shares in Q2 2025, an estimated $1.38M.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in WisdomTree US Value Fund in Q1 2025 and held it in 1 quarter.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV's WisdomTree US Value Fund position peaked at $1.38M in Q1 2025.
  • 158 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2025.

Based on FIG FINANCIAL ADVISORY SERVICES INC /ADV's 13F filing for Q2 2025, filed 10 Aug 2026.