RVW Wealth
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RVW Wealth’s WisdomTree US Value Fund WTV Stock Holding History

RVW Wealth’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 		$974K Hold
9,510
– – 0.06% 85
2026
Q2 		$967K Hold
9,510
– – 0.06% 78
2026
Q1 		$901K Hold
9,510
– – 0.07% 79
2025
Q4 		$887K Hold
9,510
– – 0.07% 78
2025
Q3 		$866K Sell
9,510
-11
-0.1% -$980 0.07% 81
2025
Q2 		$823K Sell
9,521
-61
-0.6% -$4.98K 0.07% 77
2025
Q1 		$787K Hold
9,582
– – 0.07% 72
2024
Q4 		$801K Sell
9,582
-263
-3% -$22.2K 0.07% 70
2024
Q3 		$788K Sell
9,845
-50
-0.5% -$3.78K 0.07% 71
2024
Q2 		$722K Sell
9,895
-17,126
-63% -$1.25M 0.07% 73
2024
Q1 		$2.04M Sell
27,021
-276
-1% -$19.4K 0.21% 49
2023
Q4 		$1.87M Hold
27,297
– – 0.21% 53
2023
Q3 		$1.69M Sell
27,297
-3
-0% -$191 0.2% 52
2023
Q2 		$1.71M Buy
27,300
+3
+0% +$177 0.2% 54
2023
Q1 		$1.6M Hold
27,297
– – 0.2% 54
2022
Q4 		$1.56M Sell
27,297
-238
-0.9% -$13.5K 0.2% 54
2022
Q3 		$1.4M Hold
27,535
– – 0.2% 63
2022
Q2 		$1.46M Sell
27,535
-16
-0.1% -$933 0.2% 65
2022
Q1 		$1.7M Hold
27,551
– – 0.2% 57
2021
Q4 		$1.75M Sell
27,551
-502
-2% -$31.1K 0.2% 56
2021
Q3 		$2M Sell
28,053
-57
-0.2% -$3.46K 0.24% 53
2021
Q2 		$2M Sell
28,110
-1,276
-4% -$75.5K 0.25% 52
2021
Q1 		$2M Sell
29,386
-2
-0% -$107 0.26% 52
2020
Q4 		$1M Sell
29,388
-62
-0.2% -$2.86K 0.15% 93
2020
Q3 		$1.22M Sell
29,450
-5,674
-16% -$235K 0.21% 57
2020
Q2 		$1.38M Sell
35,124
-180,096
-84% -$6.71M 0.25% 54
2020
Q1 		$6.97M Buy
+215,220
New +$9.12M 1.63% 25

Other funds holding WTV

First Community Trust
First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Flagship Harbor Advisors
Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return
Prism Advisors
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
Cornerstone Planning Group
Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return
Onyx Bridge Wealth Group
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return
Capital Asset Advisory Services
Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

RVW Wealth's WTV Position: Q3 2026 in Review

RVW Wealth held its WisdomTree US Value Fund (WTV) position steady in Q3 2026 at 9,510 shares worth $974K. The position accounts for 0.06% of the portfolio, ranked #85.

RVW Wealth first reported a position in WTV in Q1 2020 and has held it in 27 quarters since. The position peaked at $6.97M in Q1 2020. 86 funds tracked by Wall St. Rank hold WTV as of Q3 2026.

  • RVW Wealth held 9,510 shares of WisdomTree US Value Fund worth $974K as of Q3 2026.
  • RVW Wealth left its WisdomTree US Value Fund share count unchanged in Q3 2026.
  • WisdomTree US Value Fund made up 0.06% of RVW Wealth's portfolio in Q3 2026, its #85 holding.
  • RVW Wealth first reported a position in WisdomTree US Value Fund in Q1 2020 and has held it in 27 quarters since.
  • RVW Wealth's WisdomTree US Value Fund position peaked at $6.97M in Q1 2020.
  • 86 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.