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MLG Wealth Management DBA Pine Grove Financial Group’s WisdomTree US Value Fund WTV Stock Holding History

MLG Wealth Management DBA Pine Grove Financial Group’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
Q4 		$9.47M Buy
+101,535
New +$9.31M 1.14% 31

Other funds holding WTV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MLG Wealth Management DBA Pine Grove Financial Group's WTV Position: Q4 2025 in Review

MLG Wealth Management DBA Pine Grove Financial Group opened a new position in WisdomTree US Value Fund (WTV) in Q4 2025: 101,535 shares worth $9.47M. The stake represents 1.14% of the portfolio and ranks #31 among its holdings.

205 funds tracked by Wall St. Rank hold WTV as of Q4 2025.

  • MLG Wealth Management DBA Pine Grove Financial Group held 101,535 shares of WisdomTree US Value Fund worth $9.47M as of Q4 2025.
  • WisdomTree US Value Fund was a new MLG Wealth Management DBA Pine Grove Financial Group position in Q4 2025.
  • WisdomTree US Value Fund made up 1.14% of MLG Wealth Management DBA Pine Grove Financial Group's portfolio in Q4 2025, its #31 holding.
  • 205 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q4 2025.

Based on MLG Wealth Management DBA Pine Grove Financial Group's 13F filing for Q4 2025, filed 25 Aug 2026.