Gladstone Institutional Advisory’s WisdomTree US Value Fund WTV Stock Holding History

Gladstone Institutional Advisory’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 Q2	$214K	Sell	2,100 -425	-17%	-$42.5K	0.01%	850
2026 Q1	$239K	Sell	2,525 -157	-6%	-$15.2K	0.01%	749
2025 Q4	$250K	Sell	2,682 -442	-14%	-$40.5K	0.01%	692
2025 Q3	$284K	Sell	3,124 -575	-16%	-$51.2K	0.01%	665
2025 Q2	$320K	Sell	3,699 -1,266	-25%	-$103K	0.01%	593
2025 Q1	$408K	Buy	+4,965	New	+$421K	0.02%	519

Other funds holding WTV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

FCT

First Community Trust Dubuque, Iowa $221M AUM 48.25% 1-Year Est. Return

KAS

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Gladstone Institutional Advisory's WTV Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its WisdomTree US Value Fund (WTV) stake by 17% in Q2 2026, selling an estimated $42.5K and leaving 2,100 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #850.

Gladstone Institutional Advisory first reported a position in WTV in Q1 2025 and has held it in 6 quarters since. The position peaked at $408K in Q1 2025. 234 funds tracked by Wall St. Rank hold WTV as of Q2 2026.

Gladstone Institutional Advisory held 2,100 shares of WisdomTree US Value Fund worth $214K as of Q2 2026.
Gladstone Institutional Advisory sold 425 WisdomTree US Value Fund shares in Q2 2026, an estimated $42.5K.
WisdomTree US Value Fund made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #850 holding.
Gladstone Institutional Advisory first reported a position in WisdomTree US Value Fund in Q1 2025 and has held it in 6 quarters since.
Gladstone Institutional Advisory's WisdomTree US Value Fund position peaked at $408K in Q1 2025.
234 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.