Cetera Investment Advisers
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Cetera Investment Advisers’s WisdomTree US Value Fund WTV Stock Holding History

Cetera Investment Advisers’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 		$49.8M Buy
525,408
+72,287
+16% +$7M 0.05% 370
2025
Q4 		$42.3M Buy
453,121
+247,360
+120% +$22.7M 0.05% 400
2025
Q3 		$18.7M Buy
205,761
+74,657
+57% +$6.65M 0.02% 672
2025
Q2 		$11.3M Buy
131,104
+28,836
+28% +$2.35M 0.02% 761
2025
Q1 		$8.4M Buy
102,268
+28,593
+39% +$2.42M 0.02% 854
2024
Q4 		$6.16M Buy
73,675
+12,196
+20% +$1.03M 0.01% 938
2024
Q3 		$4.92M Buy
61,479
+5,959
+11% +$450K 0.01% 1012
2024
Q2 		$4.05M Buy
55,520
+6,113
+12% +$447K 0.01% 1113
2024
Q1 		$3.74M Buy
49,407
+43,253
+703% +$3.05M 0.01% 1145
2023
Q4 		$422K Sell
6,154
-193
-3% -$12.2K ﹤0.01% 1582
2023
Q3 		$392K Buy
6,347
+600
+10% +$38.2K ﹤0.01% 1561
2023
Q2 		$360K Sell
5,747
-792
-12% -$46.6K ﹤0.01% 1630
2023
Q1 		$383K Buy
6,539
+786
+14% +$47.3K ﹤0.01% 1567
2022
Q4 		$328K Buy
5,753
+60
+1% +$3.41K ﹤0.01% 1609
2022
Q3 		$291K Buy
5,693
+484
+9% +$27.2K 0.01% 1284
2022
Q2 		$276K Buy
5,209
+833
+19% +$48.6K ﹤0.01% 1477
2022
Q1 		$270K Sell
4,376
-34
-0.8% -$2.09K ﹤0.01% 1539
2021
Q4 		$279K Buy
4,410
+128
+3% +$7.94K ﹤0.01% 1532
2021
Q3 		$254K Buy
+4,282
New +$260K ﹤0.01% 1543

Other funds holding WTV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cetera Investment Advisers's WTV Position: Q1 2026 in Review

Cetera Investment Advisers increased its WisdomTree US Value Fund (WTV) stake by 16% in Q1 2026, buying an estimated $7M and bringing the position to 525,408 shares worth $49.8M. The position accounts for 0.05% of the portfolio, ranked #370.

Cetera Investment Advisers first reported a position in WTV in Q3 2021 and has held it in 19 quarters since. 217 funds tracked by Wall St. Rank hold WTV as of Q1 2026.

  • Cetera Investment Advisers held 525,408 shares of WisdomTree US Value Fund worth $49.8M as of Q1 2026.
  • Cetera Investment Advisers bought 72,287 WisdomTree US Value Fund shares in Q1 2026, an estimated $7M.
  • WisdomTree US Value Fund made up 0.05% of Cetera Investment Advisers's portfolio in Q1 2026, its #370 holding.
  • Cetera Investment Advisers first reported a position in WisdomTree US Value Fund in Q3 2021 and has held it in 19 quarters since.
  • 217 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.