Regatta Research & Money Management’s WisdomTree US Value Fund WTV Stock Holding History

Regatta Research & Money 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	$65.8K	Buy	+648	New	+$64.7K	0.06%	225

Other funds holding WTV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 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

Regatta Research & Money Management's WTV Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in WisdomTree US Value Fund (WTV) in Q2 2026: 648 shares worth $65.8K. The stake represents 0.06% of the portfolio and ranks #225 among its holdings.

183 funds tracked by Wall St. Rank hold WTV as of Q2 2026.

Regatta Research & Money Management held 648 shares of WisdomTree US Value Fund worth $65.8K as of Q2 2026.
WisdomTree US Value Fund was a new Regatta Research & Money Management position in Q2 2026.
WisdomTree US Value Fund made up 0.06% of Regatta Research & Money Management's portfolio in Q2 2026, its #225 holding.
183 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.