Ancora Advisors’s WisdomTree US Value Fund WTV Stock Holding History

Ancora 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
2026 Q2	$86.5K	Hold	850	–	–	﹤0.01%	938
2026 Q1	$80.5K	Hold	850	–	–	﹤0.01%	976
2025 Q4	$79.3K	Hold	850	–	–	﹤0.01%	994
2025 Q3	$77.4K	Hold	850	–	–	﹤0.01%	931
2025 Q2	$73.4K	Hold	850	–	–	﹤0.01%	939
2025 Q1	$69.8K	Hold	850	–	–	﹤0.01%	936
2024 Q4	$71K	Hold	850	–	–	﹤0.01%	929
2024 Q3	$68K	Hold	850	–	–	﹤0.01%	917
2024 Q2	$62K	Hold	850	–	–	﹤0.01%	902
2024 Q1	$64.3K	Hold	850	–	–	﹤0.01%	896
2023 Q4	$58.3K	Hold	850	–	–	﹤0.01%	904
2023 Q3	$52.5K	Hold	850	–	–	﹤0.01%	902
2023 Q2	$53.2K	Hold	850	–	–	﹤0.01%	894
2023 Q1	$49.8K	Hold	850	–	–	﹤0.01%	916
2022 Q4	$48K	Hold	850	–	–	﹤0.01%	978
2022 Q3	$43K	Hold	850	–	–	﹤0.01%	1132
2022 Q2	$45K	Hold	850	–	–	﹤0.01%	1206
2022 Q1	$52K	Hold	850	–	–	﹤0.01%	1225
2021 Q4	$54K	Hold	850	–	–	﹤0.01%	1232
2021 Q3	$50K	Hold	850	–	–	﹤0.01%	1188
2021 Q2	$51K	Hold	850	–	–	﹤0.01%	1098
2021 Q1	$48K	Buy	+850	New	+$45.5K	﹤0.01%	1088
2020 Q2	–	Sell	-850	Closed	-$28K	–	1455
2020 Q1	$28K	Hold	850	–	–	﹤0.01%	1000
2019 Q4	$40K	Buy	+850	New	+$38.8K	﹤0.01%	936

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 $103B AUM 28.65% 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

Ancora Advisors's WTV Position: Q2 2026 in Review

Ancora Advisors held its WisdomTree US Value Fund (WTV) position steady in Q2 2026 at 850 shares worth $86.5K. The position accounts for ﹤0.01% of the portfolio, ranked #938.

Ancora Advisors first reported a position in WTV in Q4 2019 and has held it in 24 quarters since. 234 funds tracked by Wall St. Rank hold WTV as of Q2 2026.

Ancora Advisors held 850 shares of WisdomTree US Value Fund worth $86.5K as of Q2 2026.
Ancora Advisors left its WisdomTree US Value Fund share count unchanged in Q2 2026.
WisdomTree US Value Fund made up ﹤0.01% of Ancora Advisors's portfolio in Q2 2026, its #938 holding.
Ancora Advisors first reported a position in WisdomTree US Value Fund in Q4 2019 and has held it in 24 quarters since.
234 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.