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

FIG Financial 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
2025
Q2 		– Sell
-16,781
Closed -$1.38M – 94
2025
Q1 		$1.38M Buy
+16,781
New +$1.42M 0.97% 25

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 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SAF
Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

FIG Financial Advisory Services's WTV Position: Q2 2025 in Review

FIG Financial Advisory Services sold out of WisdomTree US Value Fund (WTV) in Q2 2025, closing a stake of 16,781 shares — an estimated $1.38M sold.

FIG Financial Advisory Services first reported a position in WTV in Q1 2025 and held it in 1 quarter. The position peaked at $1.38M in Q1 2025. 158 funds tracked by Wall St. Rank hold WTV as of Q2 2025.

  • FIG Financial Advisory Services reported no remaining WisdomTree US Value Fund position as of Q2 2025 after selling out during the quarter.
  • FIG Financial Advisory Services sold 16,781 WisdomTree US Value Fund shares in Q2 2025, an estimated $1.38M.
  • FIG Financial Advisory Services first reported a position in WisdomTree US Value Fund in Q1 2025 and held it in 1 quarter.
  • FIG Financial Advisory Services's WisdomTree US Value Fund position peaked at $1.38M in Q1 2025.
  • 158 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2025.

Based on FIG Financial Advisory Services's 13F filing for Q2 2025, filed 10 Aug 2026.