Sequoia Financial Advisors’s WisdomTree US Value Fund WTV Stock Holding History

Sequoia Financial Advisors’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	$3.76M	Sell	36,937 -16	-0%	-$1.6K	0.02%	410
2026 Q1	$3.5M	Buy	36,953 +55	+0.1%	+$5.33K	0.02%	410
2025 Q4	$3.44M	Sell	36,898 -2,105	-5%	-$193K	0.02%	411
2025 Q3	$3.55M	Buy	39,003 +1,717	+5%	+$153K	0.02%	375
2025 Q2	$3.22M	Buy	37,286 +28,765	+338%	+$2.35M	0.02%	365
2025 Q1	$700K	Buy	+8,521	New	+$722K	0.01%	739

Other funds holding WTV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

FCT

First Community Trust Dubuque, Iowa $221M AUM 48.25% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sequoia Financial Advisors's WTV Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its WisdomTree US Value Fund (WTV) stake by 0.04% in Q2 2026, selling an estimated $1.6K and leaving 36,937 shares worth $3.76M. The position accounts for 0.02% of the portfolio, ranked #410.

Sequoia Financial Advisors first reported a position in WTV in Q1 2025 and has held it in 6 quarters since. 234 funds tracked by Wall St. Rank hold WTV as of Q2 2026.

Sequoia Financial Advisors held 36,937 shares of WisdomTree US Value Fund worth $3.76M as of Q2 2026.
Sequoia Financial Advisors sold 16 WisdomTree US Value Fund shares in Q2 2026, an estimated $1.6K.
WisdomTree US Value Fund made up 0.02% of Sequoia Financial Advisors's portfolio in Q2 2026, its #410 holding.
Sequoia Financial Advisors first reported a position in WisdomTree US Value Fund in Q1 2025 and has held it in 6 quarters since.
234 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.