Commonwealth Equity Services’s WisdomTree US Value Fund WTV Stock Holding History

Commonwealth Equity Services’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	$19.2M	Sell	188,315 -8,252	-4%	-$824K	0.02%	612
2026 Q1	$18.6M	Buy	196,567 +454	+0.2%	+$44K	0.03%	591
2025 Q4	$18.3M	Buy	196,113 +14,290	+8%	+$1.31M	0.02%	597
2025 Q3	$16.5M	Buy	181,823 +83,140	+84%	+$7.41M	0.02%	660
2025 Q2	$8.53M	Buy	98,683 +19,984	+25%	+$1.63M	0.01%	1014
2025 Q1	$6.47M	Buy	78,699 +10,626	+16%	+$900K	0.01%	1112
2024 Q4	$5.69M	Sell	68,073 -3,265	-5%	-$275K	0.01%	1161
2024 Q3	$5.71M	Buy	71,338 +4,175	+6%	+$316K	0.01%	1134
2024 Q2	$4.9M	Buy	67,163 +6,171	+10%	+$452K	0.01%	1213
2024 Q1	$4.61M	Buy	60,992 +12,065	+25%	+$850K	0.01%	1223
2023 Q4	$3.35M	Buy	48,927 +21,964	+81%	+$1.39M	0.01%	1356
2023 Q3	$1.67M	Buy	26,963 +2,381	+10%	+$151K	﹤0.01%	1736
2023 Q2	$1.54M	Buy	24,582 +4,937	+25%	+$291K	﹤0.01%	1796
2023 Q1	$1.15K	Buy	19,645 +1,176	+6%	+$70.7K	﹤0.01%	1949
2022 Q4	$1.05M	Buy	18,469 +943	+5%	+$53.7K	﹤0.01%	1931
2022 Q3	$894K	Buy	17,526 +182	+1%	+$10.2K	﹤0.01%	1986
2022 Q2	$919K	Buy	17,344 +8,939	+106%	+$521K	﹤0.01%	1959
2022 Q1	$517K	Buy	8,405 +3,226	+62%	+$199K	﹤0.01%	2492
2021 Q4	$328K	Buy	5,179 +9	+0.2%	+$558	﹤0.01%	2891
2021 Q3	$306K	Buy	5,170 +9	+0.2%	+$546	﹤0.01%	2901
2021 Q2	$308K	Buy	5,161 +9	+0.2%	+$532	﹤0.01%	2872
2021 Q1	$290K	Buy	5,152 +10	+0.2%	+$535	﹤0.01%	2799
2020 Q4	$253K	Buy	5,142 +10	+0.2%	+$460	﹤0.01%	2720
2020 Q3	$212K	Buy	5,132 +8	+0.2%	+$331	﹤0.01%	2667
2020 Q2	$201K	Buy	+5,124	New	+$191K	﹤0.01%	2602
2020 Q1	–	Sell	-5,104	Closed	-$242K	–	2976
2019 Q4	$242K	Buy	5,104 +8	+0.2%	+$365	﹤0.01%	2479
2019 Q3	$222K	Buy	5,096 +10	+0.2%	+$433	﹤0.01%	2479
2019 Q2	$221K	Buy	5,086 +6	+0.1%	+$259	﹤0.01%	2447
2019 Q1	$215K	Buy	+5,080	New	+$210K	﹤0.01%	2412
2018 Q4	–	Sell	-5,080	Closed	-$221K	–	2818
2018 Q3	$221K	Sell	5,080 -400	-7%	-$17.2K	﹤0.01%	2423
2018 Q2	$226K	Hold	5,480	–	–	﹤0.01%	2362
2018 Q1	$221K	Hold	5,480	–	–	﹤0.01%	2321
2017 Q4	$226K	Hold	5,480	–	–	﹤0.01%	2277
2017 Q3	$208K	Buy	+5,480	New	+$203K	﹤0.01%	2255

Other funds holding WTV

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Resolute Capital Greenville, South Carolina $290M AUM

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

TCOT

Trust Company of Toledo Holland, Ohio $1.2B AUM 33.38% 1-Year Est. Return

Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

Commonwealth Equity Services's WTV Position: Q2 2026 in Review

Commonwealth Equity Services reduced its WisdomTree US Value Fund (WTV) stake by 4.2% in Q2 2026, selling an estimated $824K and leaving 188,315 shares worth $19.2M. The position accounts for 0.02% of the portfolio, ranked #612.

Commonwealth Equity Services first reported a position in WTV in Q3 2017 and has held it in 34 quarters since. 103 funds tracked by Wall St. Rank hold WTV as of Q2 2026.

Commonwealth Equity Services held 188,315 shares of WisdomTree US Value Fund worth $19.2M as of Q2 2026.
Commonwealth Equity Services sold 8,252 WisdomTree US Value Fund shares in Q2 2026, an estimated $824K.
WisdomTree US Value Fund made up 0.02% of Commonwealth Equity Services's portfolio in Q2 2026, its #612 holding.
Commonwealth Equity Services first reported a position in WisdomTree US Value Fund in Q3 2017 and has held it in 34 quarters since.
103 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.