Signature Estate & Investment Advisors’s WisdomTree US Value Fund WTV Stock Holding History

Signature Estate & Investment 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	$755K	Buy	7,425 +14	+0.2%	+$1.4K	0.01%	351
2026 Q1	$702K	Sell	7,411 -23	-0.3%	-$2.23K	0.01%	351
2025 Q4	$694K	Buy	7,434 +37	+0.5%	+$3.39K	0.01%	326
2025 Q3	$673K	Buy	7,397 +134	+2%	+$11.9K	0.01%	325
2025 Q2	$627K	Buy	7,263 +282	+4%	+$23K	0.01%	316
2025 Q1	$574K	Buy	6,981 +3,278	+89%	+$278K	0.02%	311
2024 Q4	$310K	Buy	+3,703	New	+$312K	0.01%	414

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

Signature Estate & Investment Advisors's WTV Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its WisdomTree US Value Fund (WTV) stake by 0.19% in Q2 2026, buying an estimated $1.4K and bringing the position to 7,425 shares worth $755K. The position accounts for 0.01% of the portfolio, ranked #351.

Signature Estate & Investment Advisors first reported a position in WTV in Q4 2024 and has held it in 7 quarters since. 234 funds tracked by Wall St. Rank hold WTV as of Q2 2026.

Signature Estate & Investment Advisors held 7,425 shares of WisdomTree US Value Fund worth $755K as of Q2 2026.
Signature Estate & Investment Advisors bought 14 WisdomTree US Value Fund shares in Q2 2026, an estimated $1.4K.
WisdomTree US Value Fund made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #351 holding.
Signature Estate & Investment Advisors first reported a position in WisdomTree US Value Fund in Q4 2024 and has held it in 7 quarters since.
234 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.