Solano Wealth Investment Advisors’s WisdomTree US Value Fund WTV Stock Holding History

Solano Wealth 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	$1.21M	Sell	11,941 -2,138	-15%	-$214K	0.55%	22
2026 Q1	$1.33M	Buy	14,079 +674	+5%	+$65.3K	0.66%	20
2025 Q4	$1.25M	Buy	13,405 +45	+0.3%	+$4.13K	0.62%	22
2025 Q3	$1.22M	Sell	13,360 -334	-2%	-$29.8K	0.59%	21
2025 Q2	$1.18M	Sell	13,694 -10,090	-42%	-$824K	0.61%	21
2025 Q1	$1.95M	Sell	23,784 -74,146	-76%	-$6.28M	1.21%	17
2024 Q4	$8.18M	Buy	+97,930	New	+$8.25M	4.92%	11

Other funds holding WTV

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Resolute Capital Greenville, South Carolina $290M AUM

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

TCOT

Trust Company of Toledo Holland, Ohio $1.2B AUM 33.38% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return

Solano Wealth Investment Advisors's WTV Position: Q2 2026 in Review

Solano Wealth Investment Advisors reduced its WisdomTree US Value Fund (WTV) stake by 15% in Q2 2026, selling an estimated $214K and leaving 11,941 shares worth $1.21M. The position accounts for 0.55% of the portfolio, ranked #22.

Solano Wealth Investment Advisors first reported a position in WTV in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.18M in Q4 2024. 99 funds tracked by Wall St. Rank hold WTV as of Q2 2026.

Solano Wealth Investment Advisors held 11,941 shares of WisdomTree US Value Fund worth $1.21M as of Q2 2026.
Solano Wealth Investment Advisors sold 2,138 WisdomTree US Value Fund shares in Q2 2026, an estimated $214K.
WisdomTree US Value Fund made up 0.55% of Solano Wealth Investment Advisors's portfolio in Q2 2026, its #22 holding.
Solano Wealth Investment Advisors first reported a position in WisdomTree US Value Fund in Q4 2024 and has held it in 7 quarters since.
Solano Wealth Investment Advisors's WisdomTree US Value Fund position peaked at $8.18M in Q4 2024.
99 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2026.

Based on Solano Wealth Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.