Nova Wealth Management’s WisdomTree US Value Fund WTV Stock Holding History

Nova Wealth 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	$556K	Buy	5,469 +424	+8%	+$42.4K	0.31%	88
2026 Q1	$478K	Buy	5,045 +1,569	+45%	+$152K	0.31%	85
2025 Q4	$324K	Buy	3,476 +185	+6%	+$17K	0.22%	100
2025 Q3	$300K	Buy	3,291 +2,132	+184%	+$190K	0.21%	101
2025 Q2	$100K	Buy	1,159 +589	+103%	+$48.1K	0.07%	167
2025 Q1	$46.8K	Buy	+570	New	+$48.3K	0.04%	202

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 $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

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

Nova Wealth Management's WTV Position: Q2 2026 in Review

Nova Wealth Management increased its WisdomTree US Value Fund (WTV) stake by 8.4% in Q2 2026, buying an estimated $42.4K and bringing the position to 5,469 shares worth $556K. The position accounts for 0.31% of the portfolio, ranked #88.

Nova Wealth Management first reported a position in WTV in Q1 2025 and has held it in 6 quarters since. 234 funds tracked by Wall St. Rank hold WTV as of Q2 2026.

Nova Wealth Management held 5,469 shares of WisdomTree US Value Fund worth $556K as of Q2 2026.
Nova Wealth Management bought 424 WisdomTree US Value Fund shares in Q2 2026, an estimated $42.4K.
WisdomTree US Value Fund made up 0.31% of Nova Wealth Management's portfolio in Q2 2026, its #88 holding.
Nova Wealth Management first reported a position in WisdomTree US Value Fund in Q1 2025 and has held it in 6 quarters since.
234 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2026.

Based on Nova Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.