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 Q3	$7.16M	Buy	69,891 +30,242	+76%	+$3.21M	2.64%	12
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

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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 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

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

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

Resolute Capital Greenville, South Carolina $303M AUM 10.96% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Leslie Global Wealth's WTV Position: Q3 2026 in Review

Leslie Global Wealth increased its WisdomTree US Value Fund (WTV) stake by 76% in Q3 2026, buying an estimated $3.21M and bringing the position to 69,891 shares worth $7.16M. The position accounts for 2.64% of the portfolio, ranked #12.

Leslie Global Wealth first reported a position in WTV in Q2 2024 and has held it in 10 quarters since. 208 funds tracked by Wall St. Rank hold WTV as of Q3 2026.

Leslie Global Wealth held 69,891 shares of WisdomTree US Value Fund worth $7.16M as of Q3 2026.
Leslie Global Wealth bought 30,242 WisdomTree US Value Fund shares in Q3 2026, an estimated $3.21M.
WisdomTree US Value Fund made up 2.64% of Leslie Global Wealth's portfolio in Q3 2026, its #12 holding.
Leslie Global Wealth first reported a position in WisdomTree US Value Fund in Q2 2024 and has held it in 10 quarters since.
208 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q3 2026.

Based on Leslie Global Wealth's 13F filing for Q3 2026, filed 26 Oct 2026.