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Sonoma Allocations’s WisdomTree US Value Fund WTV Stock Holding History

Sonoma Allocations’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 		$1.54M Buy
14,930
+7,433
+99% +$743K 0.48% 34
2026
Q1 		$711K Buy
+7,497
New +$726K 0.25% 65

Other funds holding WTV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cetera Investment Advisers
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sonoma Allocations's WTV Position: Q2 2026 in Review

Sonoma Allocations increased its WisdomTree US Value Fund (WTV) stake by 99% in Q2 2026, buying an estimated $743K and bringing the position to 14,930 shares worth $1.54M. The position accounts for 0.48% of the portfolio, ranked #34.

Sonoma Allocations first reported a position in WTV in Q1 2026 and has held it in 2 quarters since. 234 funds tracked by Wall St. Rank hold WTV as of Q2 2026.

  • Sonoma Allocations held 14,930 shares of WisdomTree US Value Fund worth $1.54M as of Q2 2026.
  • Sonoma Allocations bought 7,433 WisdomTree US Value Fund shares in Q2 2026, an estimated $743K.
  • WisdomTree US Value Fund made up 0.48% of Sonoma Allocations's portfolio in Q2 2026, its #34 holding.
  • Sonoma Allocations first reported a position in WisdomTree US Value Fund in Q1 2026 and has held it in 2 quarters since.
  • 234 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2026.

Based on Sonoma Allocations's 13F filing for Q2 2026, filed 8 Jul 2026.