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Cooper Financial Group’s WisdomTree US Value Fund WTV Stock Holding History

Cooper Financial Group’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 		$2.31M Sell
22,705
-5,446
-19% -$544K 0.19% 97
2026
Q1 		$2.67M Sell
28,151
-1,025
-4% -$99.3K 0.27% 69
2025
Q4 		$2.72M Sell
29,176
-1,378
-5% -$126K 0.29% 57
2025
Q3 		$2.78M Sell
30,554
-91
-0.3% -$8.11K 0.31% 55
2025
Q2 		$2.65M Buy
+30,645
New +$2.5M 0.31% 56

Other funds holding WTV

FCT
First Community Trust Dubuque, Iowa $221M AUM 48.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TCOT
Trust Company of Toledo Holland, Ohio $1.2B AUM 33.38% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Cooper Financial Group's WTV Position: Q2 2026 in Review

Cooper Financial Group reduced its WisdomTree US Value Fund (WTV) stake by 19% in Q2 2026, selling an estimated $544K and leaving 22,705 shares worth $2.31M. The position accounts for 0.19% of the portfolio, ranked #97.

Cooper Financial Group first reported a position in WTV in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.78M in Q3 2025. 38 funds tracked by Wall St. Rank hold WTV as of Q2 2026.

  • Cooper Financial Group held 22,705 shares of WisdomTree US Value Fund worth $2.31M as of Q2 2026.
  • Cooper Financial Group sold 5,446 WisdomTree US Value Fund shares in Q2 2026, an estimated $544K.
  • WisdomTree US Value Fund made up 0.19% of Cooper Financial Group's portfolio in Q2 2026, its #97 holding.
  • Cooper Financial Group first reported a position in WisdomTree US Value Fund in Q2 2025 and has held it in 5 quarters since.
  • Cooper Financial Group's WisdomTree US Value Fund position peaked at $2.78M in Q3 2025.
  • 38 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.