Advisory Services Network’s WisdomTree US Value Fund WTV Stock Holding History

Advisory Services Network’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
2026 Q2	$2.07M	Buy	20,391 +1,585	+8%	+$158K	0.02%	687
2026 Q1	$1.78M	Buy	18,806 +6,013	+47%	+$582K	0.02%	697
2025 Q4	$1.19M	Buy	12,793 +2,288	+22%	+$210K	0.02%	806
2025 Q3	$956K	Buy	10,505 +1,589	+18%	+$142K	0.01%	881
2025 Q2	$777K	Buy	+8,916	New	+$728K	0.01%	940

Other funds holding WTV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

FCT

First Community Trust Dubuque, Iowa $221M AUM 48.25% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Advisory Services Network's WTV Position: Q2 2026 in Review

Advisory Services Network increased its WisdomTree US Value Fund (WTV) stake by 8.4% in Q2 2026, buying an estimated $158K and bringing the position to 20,391 shares worth $2.07M. The position accounts for 0.02% of the portfolio, ranked #687.

Advisory Services Network first reported a position in WTV in Q2 2025 and has held it in 5 quarters since. 234 funds tracked by Wall St. Rank hold WTV as of Q2 2026.

Advisory Services Network held 20,391 shares of WisdomTree US Value Fund worth $2.07M as of Q2 2026.
Advisory Services Network bought 1,585 WisdomTree US Value Fund shares in Q2 2026, an estimated $158K.
WisdomTree US Value Fund made up 0.02% of Advisory Services Network's portfolio in Q2 2026, its #687 holding.
Advisory Services Network first reported a position in WisdomTree US Value Fund in Q2 2025 and has held it in 5 quarters since.
234 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.