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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 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. 235 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.
235 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.