Collier Financial’s WisdomTree US Value Fund WTV Stock Holding History

Collier Financial’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 Q3	$49.7K	Buy	+485	New	+$51.5K	0.03%	84

Other funds holding WTV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return

Horizon Wealth Management La Grange, Illinois $794M AUM 25.19% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TCOT

Trust Company of Toledo Holland, Ohio $1.25B AUM 28.18% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Collier Financial's WTV Position: Q3 2026 in Review

Collier Financial opened a new position in WisdomTree US Value Fund (WTV) in Q3 2026: 485 shares worth $49.7K. The stake represents 0.03% of the portfolio and ranks #84 among its holdings.

133 funds tracked by Wall St. Rank hold WTV as of Q3 2026.

Collier Financial held 485 shares of WisdomTree US Value Fund worth $49.7K as of Q3 2026.
WisdomTree US Value Fund was a new Collier Financial position in Q3 2026.
WisdomTree US Value Fund made up 0.03% of Collier Financial's portfolio in Q3 2026, its #84 holding.
133 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q3 2026.

Based on Collier Financial's 13F filing for Q3 2026, filed 6 Nov 2026.