Leslie Global Wealth’s WisdomTree US Value Fund WTV Stock Holding History

Leslie Global Wealth’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	$7.08M	Sell	39,649 -28,928	-42%	-$2.89M	2.76%	11
2026 Q1	$6.5M	Sell	68,577 -2,433	-3%	-$236K	3.42%	8
2025 Q4	$6.63M	Sell	71,010 -1,930	-3%	-$177K	2.98%	8
2025 Q3	$6.64M	Sell	72,940 -4,657	-6%	-$415K	3.11%	8
2025 Q2	$6.7M	Sell	77,597 -820	-1%	-$66.9K	3.58%	6
2025 Q1	$6.44M	Buy	78,417 +425	+0.5%	+$36K	3.14%	10
2024 Q4	$6.52M	Buy	77,992 +11,033	+16%	+$929K	3.03%	11
2024 Q3	$5.36M	Sell	66,959 -3,257	-5%	-$246K	2.6%	15
2024 Q2	$5.13M	Buy	+70,216	New	+$5.14M	2.99%	13

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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return

Leslie Global Wealth's WTV Position: Q2 2026 in Review

Leslie Global Wealth reduced its WisdomTree US Value Fund (WTV) stake by 42% in Q2 2026, selling an estimated $2.89M and leaving 39,649 shares worth $7.08M. The position accounts for 2.76% of the portfolio, ranked #11.

Leslie Global Wealth first reported a position in WTV in Q2 2024 and has held it in 9 quarters since. 105 funds tracked by Wall St. Rank hold WTV as of Q2 2026.

Leslie Global Wealth held 39,649 shares of WisdomTree US Value Fund worth $7.08M as of Q2 2026.
Leslie Global Wealth sold 28,928 WisdomTree US Value Fund shares in Q2 2026, an estimated $2.89M.
WisdomTree US Value Fund made up 2.76% of Leslie Global Wealth's portfolio in Q2 2026, its #11 holding.
Leslie Global Wealth first reported a position in WisdomTree US Value Fund in Q2 2024 and has held it in 9 quarters since.
105 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2026.

Based on Leslie Global Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.