Ceera Investments’s WisdomTree US Value Fund WTV Stock Holding History

Ceera Investments’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 Q1	$4.9M	Sell	51,698 -3,100	-6%	-$300K	2.15%	8
2025 Q4	$5.11M	Sell	54,798 -1,267	-2%	-$116K	1.97%	15
2025 Q3	$5.1M	Buy	56,065 +14,629	+35%	+$1.3M	1.59%	25
2025 Q2	$3.58M	Buy	41,436 +29,701	+253%	+$2.42M	1.1%	30
2025 Q1	$964K	Buy	+11,735	New	+$994K	0.33%	59

Other funds holding WTV

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ceera Investments's WTV Position: Q1 2026 in Review

Ceera Investments reduced its WisdomTree US Value Fund (WTV) stake by 5.7% in Q1 2026, selling an estimated $300K and leaving 51,698 shares worth $4.9M. The position accounts for 2.15% of the portfolio, ranked #8.

Ceera Investments first reported a position in WTV in Q1 2025 and has held it in 5 quarters since. The position peaked at $5.11M in Q4 2025. 217 funds tracked by Wall St. Rank hold WTV as of Q1 2026.

Ceera Investments held 51,698 shares of WisdomTree US Value Fund worth $4.9M as of Q1 2026.
Ceera Investments sold 3,100 WisdomTree US Value Fund shares in Q1 2026, an estimated $300K.
WisdomTree US Value Fund made up 2.15% of Ceera Investments's portfolio in Q1 2026, its #8 holding.
Ceera Investments first reported a position in WisdomTree US Value Fund in Q1 2025 and has held it in 5 quarters since.
Ceera Investments's WisdomTree US Value Fund position peaked at $5.11M in Q4 2025.
217 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q1 2026.

Based on Ceera Investments's 13F filing for Q1 2026, filed 6 May 2026.