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 Q3	$327K	Buy	3,188 +45	+1%	+$4.78K	0.01%	810
2026 Q2	$320K	Buy	3,143 +100	+3%	+$10K	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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Horizon Wealth Management La Grange, Illinois $794M AUM 25.19% 1-Year Est. Return

Dynamic Advisor Solutions's WTV Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its WisdomTree US Value Fund (WTV) stake by 1.4% in Q3 2026, buying an estimated $4.78K and bringing the position to 3,188 shares worth $327K. The position accounts for 0.01% of the portfolio, ranked #810.

Dynamic Advisor Solutions first reported a position in WTV in Q1 2022 and has held it in 8 quarters since. The position peaked at $956K in Q1 2022. 226 funds tracked by Wall St. Rank hold WTV as of Q3 2026.

Dynamic Advisor Solutions held 3,188 shares of WisdomTree US Value Fund worth $327K as of Q3 2026.
Dynamic Advisor Solutions bought 45 WisdomTree US Value Fund shares in Q3 2026, an estimated $4.78K.
WisdomTree US Value Fund made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #810 holding.
Dynamic Advisor Solutions first reported a position in WisdomTree US Value Fund in Q1 2022 and has held it in 8 quarters since.
Dynamic Advisor Solutions's WisdomTree US Value Fund position peaked at $956K in Q1 2022.
226 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.