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 Q2	$7.26M	Buy	71,378 +19,680	+38%	+$1.97M	3.08%	6
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 $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

Ceera Investments's WTV Position: Q2 2026 in Review

Ceera Investments increased its WisdomTree US Value Fund (WTV) stake by 38% in Q2 2026, buying an estimated $1.97M and bringing the position to 71,378 shares worth $7.26M. The position accounts for 3.08% of the portfolio, ranked #6.

Ceera Investments first reported a position in WTV in Q1 2025 and has held it in 6 quarters since. 236 funds tracked by Wall St. Rank hold WTV as of Q2 2026.

Ceera Investments held 71,378 shares of WisdomTree US Value Fund worth $7.26M as of Q2 2026.
Ceera Investments bought 19,680 WisdomTree US Value Fund shares in Q2 2026, an estimated $1.97M.
WisdomTree US Value Fund made up 3.08% of Ceera Investments's portfolio in Q2 2026, its #6 holding.
Ceera Investments first reported a position in WisdomTree US Value Fund in Q1 2025 and has held it in 6 quarters since.
236 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2026.

Based on Ceera Investments's 13F filing for Q2 2026, filed 6 Aug 2026.