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Atlas Brown’s WisdomTree US Value Fund WTV Stock Holding History

Atlas Brown’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 		$983K Buy
9,665
+69
+0.7% +$6.89K 0.26% 96
2026
Q1 		$909K Buy
9,596
+197
+2% +$19.1K 0.27% 95
2025
Q4 		$877K Buy
+9,399
New +$862K 0.26% 91

Other funds holding WTV

FCT
First Community Trust Dubuque, Iowa $221M AUM 48.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TCOT
Trust Company of Toledo Holland, Ohio $1.2B AUM 33.38% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return

Atlas Brown's WTV Position: Q2 2026 in Review

Atlas Brown increased its WisdomTree US Value Fund (WTV) stake by 0.72% in Q2 2026, buying an estimated $6.89K and bringing the position to 9,665 shares worth $983K. The position accounts for 0.26% of the portfolio, ranked #96.

Atlas Brown first reported a position in WTV in Q4 2025 and has held it in 3 quarters since. 38 funds tracked by Wall St. Rank hold WTV as of Q2 2026.

  • Atlas Brown held 9,665 shares of WisdomTree US Value Fund worth $983K as of Q2 2026.
  • Atlas Brown bought 69 WisdomTree US Value Fund shares in Q2 2026, an estimated $6.89K.
  • WisdomTree US Value Fund made up 0.26% of Atlas Brown's portfolio in Q2 2026, its #96 holding.
  • Atlas Brown first reported a position in WisdomTree US Value Fund in Q4 2025 and has held it in 3 quarters since.
  • 38 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2026.

Based on Atlas Brown's 13F filing for Q2 2026, filed 9 Jul 2026.