Great Valley Advisor Group’s WisdomTree US Value Fund WTV Stock Holding History

Great Valley Advisor Group’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 Q1	$785K	Buy	8,290 +5,257	+173%	+$509K	0.01%	554
2025 Q4	$283K	Sell	3,033 -603	-17%	-$55.3K	0.01%	799
2025 Q3	$331K	Sell	3,636 -266	-7%	-$23.7K	0.01%	744
2025 Q2	$337K	Buy	3,902 +66	+2%	+$5.39K	0.01%	716
2025 Q1	$315K	Buy	+3,836	New	+$325K	0.01%	710
2022 Q4	–	Sell	-14,971	Closed	-$764K	–	742
2022 Q3	$764K	Buy	+14,971	New	+$840K	0.04%	350

Other funds holding WTV

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Great Valley Advisor Group's WTV Position: Q1 2026 in Review

Great Valley Advisor Group increased its WisdomTree US Value Fund (WTV) stake by 173% in Q1 2026, buying an estimated $509K and bringing the position to 8,290 shares worth $785K. The position accounts for 0.01% of the portfolio, ranked #554.

Great Valley Advisor Group first reported a position in WTV in Q3 2022 and has held it in 6 quarters since. 217 funds tracked by Wall St. Rank hold WTV as of Q1 2026.

Great Valley Advisor Group held 8,290 shares of WisdomTree US Value Fund worth $785K as of Q1 2026.
Great Valley Advisor Group bought 5,257 WisdomTree US Value Fund shares in Q1 2026, an estimated $509K.
WisdomTree US Value Fund made up 0.01% of Great Valley Advisor Group's portfolio in Q1 2026, its #554 holding.
Great Valley Advisor Group first reported a position in WisdomTree US Value Fund in Q3 2022 and has held it in 6 quarters since.
217 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.