RI
WTV icon

Ridgewood Investments’s WisdomTree US Value Fund WTV Stock Holding History

Ridgewood Investments’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
-1,164
Closed -$101K – 706
2025
Q2 		$101K Hold
1,164
– – 0.04% 255
2025
Q1 		$95.6K Hold
1,164
– – 0.04% 249
2024
Q4 		$97.3K Hold
1,164
– – 0.05% 238
2024
Q3 		$93.1K Sell
1,164
-110
-9% -$8.31K 0.05% 242
2024
Q2 		$93K Buy
+1,274
New +$93.3K 0.05% 248
2023
Q3 		– Sell
-1,274
Closed -$79.7K – 788
2023
Q2 		$79.7K Hold
1,274
– – 0.05% 265
2023
Q1 		$74.7K Buy
+1,274
New +$76.6K 0.05% 280

Other funds holding WTV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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 $94.2B AUM 21.24% 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 $162B AUM 16.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Ridgewood Investments's WTV Position: Q3 2025 in Review

Ridgewood Investments sold out of WisdomTree US Value Fund (WTV) in Q3 2025, closing a stake of 1,164 shares — an estimated $101K sold.

Ridgewood Investments first reported a position in WTV in Q1 2023 and held it in 7 quarters. The position peaked at $101K in Q2 2025. 177 funds tracked by Wall St. Rank hold WTV as of Q3 2025.

  • Ridgewood Investments reported no remaining WisdomTree US Value Fund position as of Q3 2025 after selling out during the quarter.
  • Ridgewood Investments sold 1,164 WisdomTree US Value Fund shares in Q3 2025, an estimated $101K.
  • Ridgewood Investments first reported a position in WisdomTree US Value Fund in Q1 2023 and held it in 7 quarters.
  • Ridgewood Investments's WisdomTree US Value Fund position peaked at $101K in Q2 2025.
  • 177 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.