Dynamic Advisor Solutions’s WisdomTree US Value Fund WTV Stock Holding History

Dynamic Advisor Solutions’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	$320K	Buy	3,143 +100	+3%	+$9.99K	0.01%	836
2026 Q1	$288K	Buy	3,043 +138	+5%	+$13.4K	0.01%	817
2025 Q4	$271K	Buy	+2,905	New	+$266K	0.01%	808
2023 Q1	–	Sell	-4,112	Closed	-$234K	–	812
2022 Q4	$234K	Sell	4,112 -1,632	-28%	-$92.9K	0.02%	621
2022 Q3	$293K	Sell	5,744 -63	-1%	-$3.54K	0.02%	534
2022 Q2	$308K	Sell	5,807 -9,716	-63%	-$567K	0.02%	522
2022 Q1	$956K	Buy	+15,523	New	+$956K	0.07%	279

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Dynamic Advisor Solutions's WTV Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its WisdomTree US Value Fund (WTV) stake by 3.3% in Q2 2026, buying an estimated $9.99K and bringing the position to 3,143 shares worth $320K. The position accounts for 0.01% of the portfolio, ranked #836.

Dynamic Advisor Solutions first reported a position in WTV in Q1 2022 and has held it in 7 quarters since. The position peaked at $956K in Q1 2022. 102 funds tracked by Wall St. Rank hold WTV as of Q2 2026.

Dynamic Advisor Solutions held 3,143 shares of WisdomTree US Value Fund worth $320K as of Q2 2026.
Dynamic Advisor Solutions bought 100 WisdomTree US Value Fund shares in Q2 2026, an estimated $9.99K.
WisdomTree US Value Fund made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #836 holding.
Dynamic Advisor Solutions first reported a position in WisdomTree US Value Fund in Q1 2022 and has held it in 7 quarters since.
Dynamic Advisor Solutions's WisdomTree US Value Fund position peaked at $956K in Q1 2022.
102 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.