IFG Advisory’s WisdomTree US Value Fund WTV Stock Holding History

IFG Advisory’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 Q2	$6.48M	Buy	+63,733	New	+$6.37M	0.23%	114
2026 Q1	–	Sell	-54,910	Closed	-$5.12M	–	881
2025 Q4	$5.12M	Buy	54,910 +3,092	+6%	+$284K	0.22%	122
2025 Q3	$4.72M	Buy	51,818 +15,060	+41%	+$1.34M	0.21%	126
2025 Q2	$3.18M	Buy	36,758 +3,675	+11%	+$300K	0.16%	165
2025 Q1	$2.72M	Buy	+33,083	New	+$2.8M	0.15%	172

Other funds holding WTV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

FCT

First Community Trust Dubuque, Iowa $221M AUM 48.25% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IFG Advisory's WTV Position: Q2 2026 in Review

IFG Advisory opened a new position in WisdomTree US Value Fund (WTV) in Q2 2026: 63,733 shares worth $6.48M. The stake represents 0.23% of the portfolio and ranks #114 among its holdings. This is a return to the name: IFG Advisory previously reported a position in WTV as recently as Q4 2025.

IFG Advisory first reported a position in WTV in Q1 2025 and has held it in 5 quarters since. 234 funds tracked by Wall St. Rank hold WTV as of Q2 2026.

IFG Advisory held 63,733 shares of WisdomTree US Value Fund worth $6.48M as of Q2 2026.
WisdomTree US Value Fund was a new IFG Advisory position in Q2 2026.
WisdomTree US Value Fund made up 0.23% of IFG Advisory's portfolio in Q2 2026, its #114 holding.
IFG Advisory first reported a position in WisdomTree US Value Fund in Q1 2025 and has held it in 5 quarters since.
234 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.