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Financial Advocates Investment Management’s WisdomTree US Value Fund WTV Stock Holding History

Financial Advocates Investment Management’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
Q3 		– Sell
-8,600
Closed -$743K – 603
2025
Q2 		$743K Sell
8,600
-1,480
-15% -$121K 0.06% 276
2025
Q1 		$828K Sell
10,080
-1,035
-9% -$87.7K 0.06% 323
2024
Q4 		$929K Sell
11,115
-2,167
-16% -$183K 0.05% 316
2024
Q3 		$1.06M Sell
13,282
-737
-5% -$55.7K 0.06% 295
2024
Q2 		$1.02M Sell
14,019
-4,658
-25% -$341K 0.06% 288
2024
Q1 		$1.24M Buy
+18,677
New +$1.32M 0.07% 268
2019
Q2 		– Sell
-6,516
Closed -$276K – 491
2019
Q1 		$276K Buy
6,516
+2
+0% +$83 0.03% 375
2018
Q4 		$242K Sell
6,514
-1,460
-18% -$58.5K 0.03% 378
2018
Q3 		$347K Buy
7,974
+972
+14% +$41.7K 0.04% 353
2018
Q2 		$287K Sell
7,002
-302
-4% -$12.4K 0.03% 379
2018
Q1 		$295K Buy
7,304
+4
+0.1% +$167 0.04% 369
2017
Q4 		$301K Buy
+7,300
New +$289K 0.04% 359

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Financial Advocates Investment Management's WTV Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of WisdomTree US Value Fund (WTV) in Q3 2025, closing a stake of 8,600 shares — an estimated $743K sold.

Financial Advocates Investment Management first reported a position in WTV in Q4 2017 and held it in 12 quarters. The position peaked at $1.24M in Q1 2024. 177 funds tracked by Wall St. Rank hold WTV as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining WisdomTree US Value Fund position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 8,600 WisdomTree US Value Fund shares in Q3 2025, an estimated $743K.
  • Financial Advocates Investment Management first reported a position in WisdomTree US Value Fund in Q4 2017 and held it in 12 quarters.
  • Financial Advocates Investment Management's WisdomTree US Value Fund position peaked at $1.24M in Q1 2024.
  • 177 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.