Onyx Bridge Wealth Group’s WisdomTree US Value Fund WTV Stock Holding History

Onyx Bridge Wealth Group’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	$16.8M	Sell	165,274 -39,019	-19%	-$3.9M	1.51%	11
2026 Q1	$19.4M	Sell	204,293 -32,200	-14%	-$3.12M	2.08%	6
2025 Q4	$22.1M	Buy	236,493 +6,983	+3%	+$641K	2.35%	5
2025 Q3	$20.9M	Buy	229,510 +54,263	+31%	+$4.83M	2.27%	4
2025 Q2	$15.1M	Buy	+175,247	New	+$14.3M	2%	8

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

Onyx Bridge Wealth Group's WTV Position: Q2 2026 in Review

Onyx Bridge Wealth Group reduced its WisdomTree US Value Fund (WTV) stake by 19% in Q2 2026, selling an estimated $3.9M and leaving 165,274 shares worth $16.8M. The position accounts for 1.51% of the portfolio, ranked #11.

Onyx Bridge Wealth Group first reported a position in WTV in Q2 2025 and has held it in 5 quarters since. The position peaked at $22.1M in Q4 2025. 235 funds tracked by Wall St. Rank hold WTV as of Q2 2026.

Onyx Bridge Wealth Group held 165,274 shares of WisdomTree US Value Fund worth $16.8M as of Q2 2026.
Onyx Bridge Wealth Group sold 39,019 WisdomTree US Value Fund shares in Q2 2026, an estimated $3.9M.
WisdomTree US Value Fund made up 1.51% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #11 holding.
Onyx Bridge Wealth Group first reported a position in WisdomTree US Value Fund in Q2 2025 and has held it in 5 quarters since.
Onyx Bridge Wealth Group's WisdomTree US Value Fund position peaked at $22.1M in Q4 2025.
235 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.