Creative Financial Designs’s WisdomTree US Value Fund WTV Stock Holding History

Creative Financial Designs’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 Q1	$32.9K	Hold	347	–	–	﹤0.01%	1048
2025 Q4	$32.4K	Hold	347	–	–	﹤0.01%	1016
2025 Q3	$31.6K	Hold	347	–	–	﹤0.01%	1009
2025 Q2	$30K	Buy	347 +97	+39%	+$7.92K	﹤0.01%	1016
2025 Q1	$20.5K	Sell	250 -34	-12%	-$2.88K	﹤0.01%	1083
2024 Q4	$23.7K	Hold	284	–	–	﹤0.01%	1004
2024 Q3	$22.7K	Hold	284	–	–	﹤0.01%	998
2024 Q2	$20.7K	Buy	284 +5	+2%	+$366	﹤0.01%	994
2024 Q1	$21.1K	Buy	279 +41	+17%	+$2.89K	﹤0.01%	949
2023 Q4	$16.3K	Buy	238 +236	+11,800%	+$14.9K	﹤0.01%	967
2023 Q3	$124	Hold	2	–	–	﹤0.01%	1480
2023 Q2	$125	Hold	2	–	–	﹤0.01%	1451
2023 Q1	$117	Hold	2	–	–	﹤0.01%	1378
2022 Q4	$114	Hold	2	–	–	﹤0.01%	1283
2022 Q3	$0	Hold	2	–	–	﹤0.01%	1344
2022 Q2	$0	Hold	2	–	–	﹤0.01%	1352
2022 Q1	$0	Buy	+2	New	+$123	﹤0.01%	1337

Other funds holding WTV

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Financial Designs's WTV Position: Q1 2026 in Review

Creative Financial Designs held its WisdomTree US Value Fund (WTV) position steady in Q1 2026 at 347 shares worth $32.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1048.

Creative Financial Designs first reported a position in WTV in Q1 2022 and has held it in 17 quarters since. 217 funds tracked by Wall St. Rank hold WTV as of Q1 2026.

Creative Financial Designs held 347 shares of WisdomTree US Value Fund worth $32.9K as of Q1 2026.
Creative Financial Designs left its WisdomTree US Value Fund share count unchanged in Q1 2026.
WisdomTree US Value Fund made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1048 holding.
Creative Financial Designs first reported a position in WisdomTree US Value Fund in Q1 2022 and has held it in 17 quarters since.
217 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.