IFP Advisors’s WisdomTree US Value Fund WTV Stock Holding History

IFP Advisors’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 Q3	$1.64M	Sell	15,987 -60	-0.4%	-$6.38K	0.03%	575
2026 Q2	$1.63M	Buy	16,047 +933	+6%	+$93.2K	0.03%	556
2026 Q1	$1.43M	Sell	15,114 -178	-1%	-$17.2K	0.03%	562
2025 Q4	$1.43M	Buy	15,292 +445	+3%	+$40.8K	0.03%	526
2025 Q3	$1.35M	Buy	14,847 +2,111	+17%	+$188K	0.04%	499
2025 Q2	$1.1M	Buy	12,736 +8,214	+182%	+$671K	0.03%	553
2025 Q1	$371K	Buy	+4,522	New	+$383K	0.01%	884
2021 Q3	–	Sell	-8	Closed	–	–	3475
2021 Q2	$0	Hold	8	–	–	﹤0.01%	3266
2021 Q1	$0	Hold	8	–	–	﹤0.01%	3249
2020 Q4	$0	Hold	8	–	–	﹤0.01%	3117
2020 Q3	$0	Hold	8	–	–	﹤0.01%	3021
2020 Q2	$0	Hold	8	–	–	﹤0.01%	2977
2020 Q1	$0	Hold	8	–	–	﹤0.01%	3029
2019 Q4	$0	Buy	+8	New	+$365	﹤0.01%	3150
2019 Q1	–	Sell	-352	Closed	-$13K	–	3484
2018 Q4	$13K	Hold	352	–	–	﹤0.01%	2380
2018 Q3	$15K	Buy	+352	New	+$15.1K	﹤0.01%	2635
2017 Q2	–	Sell	-510	Closed	-$18K	–	4233
2017 Q1	$18K	Hold	510	–	–	﹤0.01%	2576
2016 Q4	$17K	Hold	510	–	–	﹤0.01%	2578
2016 Q3	$16K	Buy	+510	New	+$16.3K	﹤0.01%	2549

Other funds holding WTV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return

Horizon Wealth Management La Grange, Illinois $794M AUM 25.19% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TCOT

Trust Company of Toledo Holland, Ohio $1.25B AUM 28.18% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Legacy Financial Advisors Covington, Kentucky $847M AUM 25.19% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

IFP Advisors's WTV Position: Q3 2026 in Review

IFP Advisors reduced its WisdomTree US Value Fund (WTV) stake by 0.37% in Q3 2026, selling an estimated $6.38K and leaving 15,987 shares worth $1.64M. The position accounts for 0.03% of the portfolio, ranked #575.

IFP Advisors first reported a position in WTV in Q3 2016 and has held it in 19 quarters since. 149 funds tracked by Wall St. Rank hold WTV as of Q3 2026.

IFP Advisors held 15,987 shares of WisdomTree US Value Fund worth $1.64M as of Q3 2026.
IFP Advisors sold 60 WisdomTree US Value Fund shares in Q3 2026, an estimated $6.38K.
WisdomTree US Value Fund made up 0.03% of IFP Advisors's portfolio in Q3 2026, its #575 holding.
IFP Advisors first reported a position in WisdomTree US Value Fund in Q3 2016 and has held it in 19 quarters since.
149 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.