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

Institute for 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
2026
Q2 		$81.4K Buy
+800
New +$79.9K 0.01% 745
2020
Q1 		– Sell
-800
Closed -$38K – 682
2019
Q4 		$38K Buy
+800
New +$36.5K 0.01% 524

Other funds holding WTV

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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
RC
Resolute Capital Greenville, South Carolina $290M AUM
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TCOT
Trust Company of Toledo Holland, Ohio $1.2B AUM 33.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PA
Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return

Institute for Wealth Management's WTV Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in WisdomTree US Value Fund (WTV) in Q2 2026: 800 shares worth $81.4K. The stake represents 0.01% of the portfolio and ranks #745 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in WTV as recently as Q4 2019.

Institute for Wealth Management first reported a position in WTV in Q4 2019 and has held it in 2 quarters since. 102 funds tracked by Wall St. Rank hold WTV as of Q2 2026.

  • Institute for Wealth Management held 800 shares of WisdomTree US Value Fund worth $81.4K as of Q2 2026.
  • WisdomTree US Value Fund was a new Institute for Wealth Management position in Q2 2026.
  • WisdomTree US Value Fund made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #745 holding.
  • Institute for Wealth Management first reported a position in WisdomTree US Value Fund in Q4 2019 and has held it in 2 quarters since.
  • 102 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.