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Arete Wealth Advisors’s WisdomTree US Value Fund WTV Stock Holding History

Arete Wealth 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
2025
Q4 		– Sell
-2,346
Closed -$214K – 769
2025
Q3 		$214K Buy
+2,346
New +$209K 0.01% 708

Other funds holding WTV

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LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Arete Wealth Advisors's WTV Position: Q4 2025 in Review

Arete Wealth Advisors sold out of WisdomTree US Value Fund (WTV) in Q4 2025, closing a stake of 2,346 shares — an estimated $214K sold.

Arete Wealth Advisors first reported a position in WTV in Q3 2025 and held it in 1 quarter. The position peaked at $214K in Q3 2025. 205 funds tracked by Wall St. Rank hold WTV as of Q4 2025.

  • Arete Wealth Advisors reported no remaining WisdomTree US Value Fund position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 2,346 WisdomTree US Value Fund shares in Q4 2025, an estimated $214K.
  • Arete Wealth Advisors first reported a position in WisdomTree US Value Fund in Q3 2025 and held it in 1 quarter.
  • Arete Wealth Advisors's WisdomTree US Value Fund position peaked at $214K in Q3 2025.
  • 205 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.