Morton Brown Family Wealth’s WisdomTree US Value Fund WTV Stock Holding History

Morton Brown Family 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	$16.7K	Hold	164	–	–	﹤0.01%	171
2026 Q1	$15.5K	Hold	164	–	–	﹤0.01%	167
2025 Q4	$15.3K	Hold	164	–	–	﹤0.01%	169
2025 Q3	$14.9K	Hold	164	–	–	﹤0.01%	157
2025 Q2	$14.2K	Hold	164	–	–	﹤0.01%	169
2025 Q1	$13.5K	Hold	164	–	–	﹤0.01%	173
2024 Q4	$13.7K	Hold	164	–	–	﹤0.01%	158
2024 Q3	$13.1K	Hold	164	–	–	﹤0.01%	151
2024 Q2	$12.3K	Hold	164	–	–	﹤0.01%	146
2024 Q1	$12.4K	Buy	+164	New	+$11.6K	0.01%	144

Other funds holding WTV

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morton Brown Family Wealth's WTV Position: Q2 2026 in Review

Morton Brown Family Wealth held its WisdomTree US Value Fund (WTV) position steady in Q2 2026 at 164 shares worth $16.7K. The position accounts for ﹤0.01% of the portfolio, ranked #171.

Morton Brown Family Wealth first reported a position in WTV in Q1 2024 and has held it in 10 quarters since. 234 funds tracked by Wall St. Rank hold WTV as of Q2 2026.

Morton Brown Family Wealth held 164 shares of WisdomTree US Value Fund worth $16.7K as of Q2 2026.
Morton Brown Family Wealth left its WisdomTree US Value Fund share count unchanged in Q2 2026.
WisdomTree US Value Fund made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #171 holding.
Morton Brown Family Wealth first reported a position in WisdomTree US Value Fund in Q1 2024 and has held it in 10 quarters since.
234 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.