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Diversify Advisory Services’s WisdomTree US Value Fund WTV Stock Holding History

Diversify Advisory 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
Q1 		– Sell
-6,831
Closed -$657K – 870
2025
Q4 		$657K Buy
6,831
+1,984
+41% +$182K 0.02% 519
2025
Q3 		$437K Buy
+4,847
New +$432K 0.01% 609

Other funds holding WTV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Diversify Advisory Services's WTV Position: Q1 2026 in Review

Diversify Advisory Services sold out of WisdomTree US Value Fund (WTV) in Q1 2026, closing a stake of 6,831 shares — an estimated $657K sold.

Diversify Advisory Services first reported a position in WTV in Q3 2025 and held it in 2 quarters. The position peaked at $657K in Q4 2025. 219 funds tracked by Wall St. Rank hold WTV as of Q1 2026.

  • Diversify Advisory Services reported no remaining WisdomTree US Value Fund position as of Q1 2026 after selling out during the quarter.
  • Diversify Advisory Services sold 6,831 WisdomTree US Value Fund shares in Q1 2026, an estimated $657K.
  • Diversify Advisory Services first reported a position in WisdomTree US Value Fund in Q3 2025 and held it in 2 quarters.
  • Diversify Advisory Services's WisdomTree US Value Fund position peaked at $657K in Q4 2025.
  • 219 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.