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

Avantax Advisory Services’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 Q2	$2.19M	Buy	+25,351	New	+$2.07M	0.01%	755

Other funds holding WTV

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

SAF

Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 1-Year Est. Return

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

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Avantax Advisory Services's WTV Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in WisdomTree US Value Fund (WTV) in Q2 2025: 25,351 shares worth $2.19M. The stake represents 0.01% of the portfolio and ranks #755 among its holdings.

158 funds tracked by Wall St. Rank hold WTV as of Q2 2025.

Avantax Advisory Services held 25,351 shares of WisdomTree US Value Fund worth $2.19M as of Q2 2025.
WisdomTree US Value Fund was a new Avantax Advisory Services position in Q2 2025.
WisdomTree US Value Fund made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #755 holding.
158 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.