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HRT Financial’s WisdomTree US Value Fund WTV Stock Holding History

HRT Financial’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 		– Sell
-3,287
Closed -$306K – 4863
2025
Q4 		$306K Buy
+3,287
New +$302K ﹤0.01% 2364

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
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 $94.2B AUM 21.24% 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 $26.4B AUM 21.05% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HRT Financial's WTV Position: Q1 2026 in Review

HRT Financial sold out of WisdomTree US Value Fund (WTV) in Q1 2026, closing a stake of 3,287 shares — an estimated $306K sold.

HRT Financial first reported a position in WTV in Q4 2025 and held it in 1 quarter. The position peaked at $306K in Q4 2025. 217 funds tracked by Wall St. Rank hold WTV as of Q1 2026.

  • HRT Financial reported no remaining WisdomTree US Value Fund position as of Q1 2026 after selling out during the quarter.
  • HRT Financial sold 3,287 WisdomTree US Value Fund shares in Q1 2026, an estimated $306K.
  • HRT Financial first reported a position in WisdomTree US Value Fund in Q4 2025 and held it in 1 quarter.
  • HRT Financial's WisdomTree US Value Fund position peaked at $306K in Q4 2025.
  • 217 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.