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Systelligence LLC’s WisdomTree US Value Fund WTV Stock Holding History

Systelligence LLC’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 		$16.3M Sell
160,487
-61,154
-28% -$6.11M 2.73% 15
2026
Q1 		$21M Buy
221,641
+16,559
+8% +$1.6M 4.08% 2
2025
Q4 		$19.1M Buy
205,082
+18,643
+10% +$1.71M 3.64% 6
2025
Q3 		$17M Sell
186,439
-41,557
-18% -$3.7M 3.22% 11
2025
Q2 		$19.7M Buy
227,996
+62,840
+38% +$5.13M 3.64% 5
2025
Q1 		$13.6M Buy
+165,156
New +$14M 3.26% 8

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 $59.6B AUM 29.42% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return
TWM
TopTier Wealth Management Muskego, Wisconsin $166M AUM
AB
Atlas Brown Louisville, Kentucky $372M AUM 36.11% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $194M AUM 20.37% 1-Year Est. Return