RW
WTV icon

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
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 		$1.41M 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% -$2.85K 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

FCT
First Community Trust Dubuque, Iowa $221M AUM 48.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TCOT
Trust Company of Toledo Holland, Ohio $1.2B AUM 33.38% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return

RVW Wealth's WTV Position: Q2 2026 in Review

RVW Wealth held its WisdomTree US Value Fund (WTV) position steady in Q2 2026 at 9,510 shares worth $967K. The position accounts for 0.06% of the portfolio, ranked #78.

RVW Wealth first reported a position in WTV in Q1 2020 and has held it in 26 quarters since. The position peaked at $6.97M in Q1 2020. 38 funds tracked by Wall St. Rank hold WTV as of Q2 2026.

  • RVW Wealth held 9,510 shares of WisdomTree US Value Fund worth $967K as of Q2 2026.
  • RVW Wealth left its WisdomTree US Value Fund share count unchanged in Q2 2026.
  • WisdomTree US Value Fund made up 0.06% of RVW Wealth's portfolio in Q2 2026, its #78 holding.
  • RVW Wealth first reported a position in WisdomTree US Value Fund in Q1 2020 and has held it in 26 quarters since.
  • RVW Wealth's WisdomTree US Value Fund position peaked at $6.97M in Q1 2020.
  • 38 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2026.

Based on RVW Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.