Enclave Advisors’s WisdomTree US Value Fund WTV Stock Holding History

Enclave Advisors’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	$303K	Buy	+2,957	New	+$314K	0.04%	110

Other funds holding WTV

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

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 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

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TCOT

Trust Company of Toledo Holland, Ohio $1.25B AUM 28.18% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Enclave Advisors's WTV Position: Q3 2026 in Review

Enclave Advisors opened a new position in WisdomTree US Value Fund (WTV) in Q3 2026: 2,957 shares worth $303K. The stake represents 0.04% of the portfolio and ranks #110 among its holdings.

166 funds tracked by Wall St. Rank hold WTV as of Q3 2026.

Enclave Advisors held 2,957 shares of WisdomTree US Value Fund worth $303K as of Q3 2026.
WisdomTree US Value Fund was a new Enclave Advisors position in Q3 2026.
WisdomTree US Value Fund made up 0.04% of Enclave Advisors's portfolio in Q3 2026, its #110 holding.
166 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q3 2026.

Based on Enclave Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.