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Clearstead Advisors’s WisdomTree US Value Fund WTV Stock Holding History

Clearstead 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 		$23.3K Hold
229
– – ﹤0.01% 1754
2026
Q1 		$21.7K Hold
229
– – ﹤0.01% 1438
2025
Q4 		$21.4K Buy
+229
New +$21K ﹤0.01% 1685

Other funds holding WTV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Clearstead Advisors's WTV Position: Q2 2026 in Review

Clearstead Advisors held its WisdomTree US Value Fund (WTV) position steady in Q2 2026 at 229 shares worth $23.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1754.

Clearstead Advisors first reported a position in WTV in Q4 2025 and has held it in 3 quarters since. 235 funds tracked by Wall St. Rank hold WTV as of Q2 2026.

  • Clearstead Advisors held 229 shares of WisdomTree US Value Fund worth $23.3K as of Q2 2026.
  • Clearstead Advisors left its WisdomTree US Value Fund share count unchanged in Q2 2026.
  • WisdomTree US Value Fund made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1754 holding.
  • Clearstead Advisors first reported a position in WisdomTree US Value Fund in Q4 2025 and has held it in 3 quarters since.
  • 235 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.