GLA
WTV icon

Good Life Advisors’s WisdomTree US Value Fund WTV Stock Holding History

Good Life 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
Q2 		$921K Buy
10,656
+1,550
+17% +$127K 0.06% 212
2025
Q1 		$748K Buy
9,106
+125
+1% +$10.6K 0.05% 231
2024
Q4 		$751K Sell
8,981
-208
-2% -$17.5K 0.05% 224
2024
Q3 		$735K Sell
9,189
-16
-0.2% -$1.21K 0.05% 269
2024
Q2 		$672K Buy
9,205
+100
+1% +$7.32K 0.06% 212
2024
Q1 		$688K Buy
9,105
+2,325
+34% +$164K 0.06% 198
2023
Q4 		$465K Buy
6,780
+3,408
+101% +$215K 0.05% 241
2023
Q3 		$208K Buy
+3,372
New +$215K 0.02% 376

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 $104B AUM 28.3% 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

Good Life Advisors's WTV Position: Q2 2025 in Review

Good Life Advisors increased its WisdomTree US Value Fund (WTV) stake by 17% in Q2 2025, buying an estimated $127K and bringing the position to 10,656 shares worth $921K. The position accounts for 0.06% of the portfolio, ranked #212.

Good Life Advisors first reported a position in WTV in Q3 2023 and has held it in 8 quarters since. 158 funds tracked by Wall St. Rank hold WTV as of Q2 2025.

  • Good Life Advisors held 10,656 shares of WisdomTree US Value Fund worth $921K as of Q2 2025.
  • Good Life Advisors bought 1,550 WisdomTree US Value Fund shares in Q2 2025, an estimated $127K.
  • WisdomTree US Value Fund made up 0.06% of Good Life Advisors's portfolio in Q2 2025, its #212 holding.
  • Good Life Advisors first reported a position in WisdomTree US Value Fund in Q3 2023 and has held it in 8 quarters since.
  • 158 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2025.

Based on Good Life Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.