Foresight Capital Management Advisors’s WisdomTree US Value Fund WTV Stock Holding History

Foresight Capital Management 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
2025 Q1	–	Sell	-10,874	Closed	-$909K	–	96
2024 Q4	$909K	Sell	10,874 -987	-8%	-$83.1K	0.53%	46
2024 Q3	$949K	Buy	11,861 +1,627	+16%	+$123K	0.56%	46
2024 Q2	$747K	Sell	10,234 -189	-2%	-$13.8K	0.51%	47
2024 Q1	$788K	Buy	+10,423	New	+$734K	0.6%	45

Other funds holding WTV

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AFS

Anderson Financial Strategies Dayton, Ohio $182M AUM 13.12% 1-Year Est. Return

LFA

Legacy Financial Advisors Covington, Kentucky $715M AUM 22.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Foresight Capital Management Advisors's WTV Position: Q1 2025 in Review

Foresight Capital Management Advisors sold out of WisdomTree US Value Fund (WTV) in Q1 2025, closing a stake of 10,874 shares — an estimated $909K sold.

Foresight Capital Management Advisors first reported a position in WTV in Q1 2024 and held it in 4 quarters. The position peaked at $949K in Q3 2024. 136 funds tracked by Wall St. Rank hold WTV as of Q1 2025.

Foresight Capital Management Advisors reported no remaining WisdomTree US Value Fund position as of Q1 2025 after selling out during the quarter.
Foresight Capital Management Advisors sold 10,874 WisdomTree US Value Fund shares in Q1 2025, an estimated $909K.
Foresight Capital Management Advisors first reported a position in WisdomTree US Value Fund in Q1 2024 and held it in 4 quarters.
Foresight Capital Management Advisors's WisdomTree US Value Fund position peaked at $949K in Q3 2024.
136 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q1 2025.

Based on Foresight Capital Management Advisors's 13F filing for Q1 2025, filed 15 Apr 2025.