AWM
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Avaii Wealth Management’s WisdomTree US Value Fund WTV Stock Holding History

Avaii Wealth Management’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
Q3 		$339K Buy
3,289
+488
+17% +$51.9K 0.1% 124
2026
Q2 		$285K Sell
2,801
-16
-0.6% -$1.6K 0.08% 145
2026
Q1 		$267K Buy
+2,817
New +$273K 0.09% 132

Other funds holding WTV

FCT
First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PA
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Avaii Wealth Management's WTV Position: Q3 2026 in Review

Avaii Wealth Management increased its WisdomTree US Value Fund (WTV) stake by 17% in Q3 2026, buying an estimated $51.9K and bringing the position to 3,289 shares worth $339K. The position accounts for 0.1% of the portfolio, ranked #124.

Avaii Wealth Management first reported a position in WTV in Q1 2026 and has held it in 3 quarters since. 11 funds tracked by Wall St. Rank hold WTV as of Q3 2026.

  • Avaii Wealth Management held 3,289 shares of WisdomTree US Value Fund worth $339K as of Q3 2026.
  • Avaii Wealth Management bought 488 WisdomTree US Value Fund shares in Q3 2026, an estimated $51.9K.
  • WisdomTree US Value Fund made up 0.1% of Avaii Wealth Management's portfolio in Q3 2026, its #124 holding.
  • Avaii Wealth Management first reported a position in WisdomTree US Value Fund in Q1 2026 and has held it in 3 quarters since.
  • 11 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q3 2026.

Based on Avaii Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.