Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s WisdomTree US Value Fund WTV Stock Holding History

Cambridge Investment Research 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
2026
Q2 		$22.6M Buy
221,857
+1,482
+0.7% +$148K 0.05% 380
2026
Q1 		$20.9M Buy
220,375
+5,597
+3% +$542K 0.05% 367
2025
Q4 		$20M Sell
214,778
-18,461
-8% -$1.69M 0.05% 366
2025
Q3 		$21.2M Buy
233,239
+16,825
+8% +$1.5M 0.06% 328
2025
Q2 		$18.7M Buy
216,414
+44,260
+26% +$3.61M 0.06% 334
2025
Q1 		$14.1M Buy
172,154
+104,313
+154% +$8.84M 0.05% 391
2024
Q4 		$5.67M Buy
67,841
+10,959
+19% +$923K 0.02% 733
2024
Q3 		$4.55M Sell
56,882
-3,452
-6% -$261K 0.02% 849
2024
Q2 		$4.4M Sell
60,334
-8,714
-13% -$638K 0.02% 824
2024
Q1 		$5.22M Buy
69,048
+8,846
+15% +$623K 0.02% 719
2023
Q4 		$4.13M Buy
60,202
+887
+1% +$56.1K 0.02% 798
2023
Q3 		$3.66M Buy
59,315
+45,119
+318% +$2.87M 0.02% 814
2023
Q2 		$888K Sell
14,196
-6,611
-32% -$389K ﹤0.01% 1687
2023
Q1 		$1.22M Buy
20,807
+13,783
+196% +$829K 0.01% 1444
2022
Q4 		$401K Buy
7,024
+1,103
+19% +$62.8K ﹤0.01% 2197
2022
Q3 		$302K Buy
5,921
+422
+8% +$23.7K ﹤0.01% 2356
2022
Q2 		$291K Buy
5,499
+836
+18% +$48.7K ﹤0.01% 2411
2022
Q1 		$287K Buy
+4,663
New +$287K ﹤0.01% 2584
2018
Q4 		– Sell
-13,832
Closed -$602K – 2296
2018
Q3 		$602K Sell
13,832
-2,758
-17% -$118K 0.01% 1338
2018
Q2 		$684K Buy
+16,590
New +$680K 0.01% 1222

Other funds holding WTV

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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
RC
Resolute Capital Greenville, South Carolina $290M AUM
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PA
Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

Cambridge Investment Research Advisors's WTV Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its WisdomTree US Value Fund (WTV) stake by 0.67% in Q2 2026, buying an estimated $148K and bringing the position to 221,857 shares worth $22.6M. The position accounts for 0.05% of the portfolio, ranked #380.

Cambridge Investment Research Advisors first reported a position in WTV in Q2 2018 and has held it in 20 quarters since. 105 funds tracked by Wall St. Rank hold WTV as of Q2 2026.

  • Cambridge Investment Research Advisors held 221,857 shares of WisdomTree US Value Fund worth $22.6M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 1,482 WisdomTree US Value Fund shares in Q2 2026, an estimated $148K.
  • WisdomTree US Value Fund made up 0.05% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #380 holding.
  • Cambridge Investment Research Advisors first reported a position in WisdomTree US Value Fund in Q2 2018 and has held it in 20 quarters since.
  • 105 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.