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Patriot Financial Group Insurance Agency’s WisdomTree US Value Fund WTV Stock Holding History

Patriot Financial Group Insurance Agency’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
2025
Q3 		– Sell
-3,462
Closed -$299K – 584
2025
Q2 		$299K Buy
3,462
+124
+4% +$10.1K 0.03% 407
2025
Q1 		$274K Buy
3,338
+29
+0.9% +$2.46K 0.04% 394
2024
Q4 		$277K Buy
3,309
+1
+0% +$84 0.04% 387
2024
Q3 		$265K Buy
3,308
+335
+11% +$25.3K 0.04% 414
2024
Q2 		$217K Sell
2,973
-118
-4% -$8.64K 0.03% 437
2024
Q1 		$234K Buy
3,091
+2
+0.1% +$141 0.04% 419
2023
Q4 		$212K Buy
+3,089
New +$195K 0.04% 415
2022
Q3 		– Sell
-3,243
Closed -$172K – 1957
2022
Q2 		$172K Buy
3,243
+220
+7% +$12.8K 0.03% 409
2022
Q1 		$186K Buy
3,023
+153
+5% +$9.42K 0.03% 423
2021
Q4 		$182K Sell
2,870
-82
-3% -$5.09K 0.03% 468
2021
Q3 		$175K Sell
2,952
-316
-10% -$19.2K 0.03% 478
2021
Q2 		$195K Hold
3,268
– – 0.04% 438
2021
Q1 		$184K Sell
3,268
-640
-16% -$34.3K 0.04% 405
2020
Q4 		$193K Sell
3,908
-392
-9% -$18.1K 0.05% 354
2020
Q3 		$178K Sell
4,300
-560
-12% -$23.2K 0.06% 289
2020
Q2 		$191K Sell
4,860
-2,258
-32% -$84.1K 0.07% 240
2020
Q1 		$230K Sell
7,118
-630
-8% -$26.7K 0.11% 192
2019
Q4 		$367K Buy
7,748
+4,214
+119% +$192K 0.14% 141
2019
Q3 		$154K Buy
3,534
+3,414
+2,845% +$148K 0.07% 246
2019
Q2 		$5K Buy
+120
New +$5.18K ﹤0.01% 967

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Envestnet Asset Management
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Patriot Financial Group Insurance Agency's WTV Position: Q3 2025 in Review

Patriot Financial Group Insurance Agency sold out of WisdomTree US Value Fund (WTV) in Q3 2025, closing a stake of 3,462 shares — an estimated $299K sold.

Patriot Financial Group Insurance Agency first reported a position in WTV in Q2 2019 and held it in 20 quarters. The position peaked at $367K in Q4 2019. 177 funds tracked by Wall St. Rank hold WTV as of Q3 2025.

  • Patriot Financial Group Insurance Agency reported no remaining WisdomTree US Value Fund position as of Q3 2025 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 3,462 WisdomTree US Value Fund shares in Q3 2025, an estimated $299K.
  • Patriot Financial Group Insurance Agency first reported a position in WisdomTree US Value Fund in Q2 2019 and held it in 20 quarters.
  • Patriot Financial Group Insurance Agency's WisdomTree US Value Fund position peaked at $367K in Q4 2019.
  • 177 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q3 2025.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2025, filed 8 Oct 2025.