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Horizon Wealth Management’s WisdomTree US Value Fund WTV Stock Holding History

Horizon Wealth Management’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 		– Sell
-3,305
Closed -$272K – 116
2025
Q1 		$272K Sell
3,305
-329,620
-99% -$27.9M 0.05% 81
2024
Q4 		$27.8M Buy
+332,925
New +$28M 4.84% 6

Other funds holding WTV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Horizon Wealth Management's WTV Position: Q2 2025 in Review

Horizon Wealth Management sold out of WisdomTree US Value Fund (WTV) in Q2 2025, closing a stake of 3,305 shares — an estimated $272K sold.

Horizon Wealth Management first reported a position in WTV in Q4 2024 and held it in 2 quarters. The position peaked at $27.8M in Q4 2024. 158 funds tracked by Wall St. Rank hold WTV as of Q2 2025.

  • Horizon Wealth Management reported no remaining WisdomTree US Value Fund position as of Q2 2025 after selling out during the quarter.
  • Horizon Wealth Management sold 3,305 WisdomTree US Value Fund shares in Q2 2025, an estimated $272K.
  • Horizon Wealth Management first reported a position in WisdomTree US Value Fund in Q4 2024 and held it in 2 quarters.
  • Horizon Wealth Management's WisdomTree US Value Fund position peaked at $27.8M in Q4 2024.
  • 158 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2025.

Based on Horizon Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.