NewEdge Advisors’s WisdomTree US Value Fund WTV Stock Holding History

NewEdge Advisors’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	$6.69M	Buy	65,754 +18,138	+38%	+$1.81M	0.02%	657
2026 Q1	$4.51M	Buy	47,616 +1,185	+3%	+$115K	0.02%	739
2025 Q4	$4.33M	Buy	46,431 +37,959	+448%	+$3.48M	0.02%	719
2025 Q3	$771K	Buy	8,472 +686	+9%	+$61.1K	﹤0.01%	1559
2025 Q2	$673K	Buy	7,786 +973	+14%	+$79.4K	﹤0.01%	1524
2025 Q1	$560K	Buy	+6,813	New	+$577K	﹤0.01%	1521
2023 Q1	–	Sell	-1,548	Closed	-$88.3K	–	4184
2022 Q4	$88.3K	Buy	+1,548	New	+$88.1K	﹤0.01%	1488

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

NewEdge Advisors's WTV Position: Q2 2026 in Review

NewEdge Advisors increased its WisdomTree US Value Fund (WTV) stake by 38% in Q2 2026, buying an estimated $1.81M and bringing the position to 65,754 shares worth $6.69M. The position accounts for 0.02% of the portfolio, ranked #657.

NewEdge Advisors first reported a position in WTV in Q4 2022 and has held it in 7 quarters since. 234 funds tracked by Wall St. Rank hold WTV as of Q2 2026.

NewEdge Advisors held 65,754 shares of WisdomTree US Value Fund worth $6.69M as of Q2 2026.
NewEdge Advisors bought 18,138 WisdomTree US Value Fund shares in Q2 2026, an estimated $1.81M.
WisdomTree US Value Fund made up 0.02% of NewEdge Advisors's portfolio in Q2 2026, its #657 holding.
NewEdge Advisors first reported a position in WisdomTree US Value Fund in Q4 2022 and has held it in 7 quarters since.
234 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.