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Hoey Investments’s WisdomTree US Value Fund WTV Stock Holding History

Hoey Investments’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
Q4 		– Sell
-870
Closed -$79.2K – 442
2025
Q3 		$79.2K Hold
870
– – 0.01% 135
2025
Q2 		$75.2K Hold
870
– – 0.01% 131
2025
Q1 		$71.5K Buy
+870
New +$73.7K 0.01% 119

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Hoey Investments's WTV Position: Q4 2025 in Review

Hoey Investments sold out of WisdomTree US Value Fund (WTV) in Q4 2025, closing a stake of 870 shares — an estimated $79.2K sold.

Hoey Investments first reported a position in WTV in Q1 2025 and held it in 3 quarters. The position peaked at $79.2K in Q3 2025. 204 funds tracked by Wall St. Rank hold WTV as of Q4 2025.

  • Hoey Investments reported no remaining WisdomTree US Value Fund position as of Q4 2025 after selling out during the quarter.
  • Hoey Investments sold 870 WisdomTree US Value Fund shares in Q4 2025, an estimated $79.2K.
  • Hoey Investments first reported a position in WisdomTree US Value Fund in Q1 2025 and held it in 3 quarters.
  • Hoey Investments's WisdomTree US Value Fund position peaked at $79.2K in Q3 2025.
  • 204 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q4 2025.

Based on Hoey Investments's 13F filing for Q4 2025, filed 28 Jan 2026.