MP
WTV icon

McDonald Partners’s WisdomTree US Value Fund WTV Stock Holding History

McDonald Partners’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 		$65.9K Buy
+648
New +$64.7K 0.02% 306

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
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 $43.3B AUM 29.3% 1-Year Est. Return
TCOT
Trust Company of Toledo Holland, Ohio $1.2B AUM 33.38% 1-Year Est. Return
PA
Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

McDonald Partners's WTV Position: Q2 2026 in Review

McDonald Partners opened a new position in WisdomTree US Value Fund (WTV) in Q2 2026: 648 shares worth $65.9K. The stake represents 0.02% of the portfolio and ranks #306 among its holdings.

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

  • McDonald Partners held 648 shares of WisdomTree US Value Fund worth $65.9K as of Q2 2026.
  • WisdomTree US Value Fund was a new McDonald Partners position in Q2 2026.
  • WisdomTree US Value Fund made up 0.02% of McDonald Partners's portfolio in Q2 2026, its #306 holding.
  • 86 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.