Bartlett & Co Wealth Management’s WisdomTree US Value Fund WTV Stock Holding History

Bartlett & Co 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 Q2	–	Sell	-52	Closed	-$5.1K	–	1368
2026 Q1	$5.1K	Buy	+52	New	+$5.04K	﹤0.01%	1017

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 $104B AUM 28.3% 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

Bartlett & Co Wealth Management's WTV Position: Q2 2026 in Review

Bartlett & Co Wealth Management sold out of WisdomTree US Value Fund (WTV) in Q2 2026, closing a stake of 52 shares — an estimated $5.1K sold.

Bartlett & Co Wealth Management first reported a position in WTV in Q1 2026 and held it in 1 quarter. The position peaked at $5.1K in Q1 2026. 234 funds tracked by Wall St. Rank hold WTV as of Q2 2026.

Bartlett & Co Wealth Management reported no remaining WisdomTree US Value Fund position as of Q2 2026 after selling out during the quarter.
Bartlett & Co Wealth Management sold 52 WisdomTree US Value Fund shares in Q2 2026, an estimated $5.1K.
Bartlett & Co Wealth Management first reported a position in WisdomTree US Value Fund in Q1 2026 and held it in 1 quarter.
Bartlett & Co Wealth Management's WisdomTree US Value Fund position peaked at $5.1K in Q1 2026.
234 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.