Powers Advisory Group’s WisdomTree US Value Fund WTV Stock Holding History

Powers Advisory 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 Q3	$3.89M	Buy	37,957 +4,114	+12%	+$437K	1.18%	19
2026 Q2	$3.44M	Buy	33,843 +8,099	+31%	+$809K	1.08%	19
2026 Q1	$2.44M	Buy	25,744 +12,925	+101%	+$1.25M	0.86%	25
2025 Q4	$1.2M	Buy	+12,819	New	+$1.18M	0.45%	37

Other funds holding WTV

FCT

First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TCOT

Trust Company of Toledo Holland, Ohio $1.25B AUM 28.18% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

CAP

Columbia Advisory Partners Spokane, Washington $181M AUM 18.7% 1-Year Est. Return

BCA

Bay Capital Advisors Virginia Beach, Virginia $189M AUM 17.06% 1-Year Est. Return

Powers Advisory Group's WTV Position: Q3 2026 in Review

Powers Advisory Group increased its WisdomTree US Value Fund (WTV) stake by 12% in Q3 2026, buying an estimated $437K and bringing the position to 37,957 shares worth $3.89M. The position accounts for 1.18% of the portfolio, ranked #19.

Powers Advisory Group first reported a position in WTV in Q4 2025 and has held it in 4 quarters since. 41 funds tracked by Wall St. Rank hold WTV as of Q3 2026.

Powers Advisory Group held 37,957 shares of WisdomTree US Value Fund worth $3.89M as of Q3 2026.
Powers Advisory Group bought 4,114 WisdomTree US Value Fund shares in Q3 2026, an estimated $437K.
WisdomTree US Value Fund made up 1.18% of Powers Advisory Group's portfolio in Q3 2026, its #19 holding.
Powers Advisory Group first reported a position in WisdomTree US Value Fund in Q4 2025 and has held it in 4 quarters since.
41 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q3 2026.

Based on Powers Advisory Group's 13F filing for Q3 2026, filed 14 Oct 2026.