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Tempus Wealth Planning’s WisdomTree US Value Fund WTV Stock Holding History

Tempus Wealth Planning’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
2025
Q2 		– Sell
-4,135
Closed -$340K – 278
2025
Q1 		$340K Sell
4,135
-14,000
-77% -$1.19M 0.1% 191
2024
Q4 		$1.52M Buy
+18,135
New +$1.53M 0.46% 57

Other funds holding WTV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SAF
Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Tempus Wealth Planning's WTV Position: Q2 2025 in Review

Tempus Wealth Planning sold out of WisdomTree US Value Fund (WTV) in Q2 2025, closing a stake of 4,135 shares — an estimated $340K sold.

Tempus Wealth Planning first reported a position in WTV in Q4 2024 and held it in 2 quarters. The position peaked at $1.52M in Q4 2024. 158 funds tracked by Wall St. Rank hold WTV as of Q2 2025.

  • Tempus Wealth Planning reported no remaining WisdomTree US Value Fund position as of Q2 2025 after selling out during the quarter.
  • Tempus Wealth Planning sold 4,135 WisdomTree US Value Fund shares in Q2 2025, an estimated $340K.
  • Tempus Wealth Planning first reported a position in WisdomTree US Value Fund in Q4 2024 and held it in 2 quarters.
  • Tempus Wealth Planning's WisdomTree US Value Fund position peaked at $1.52M in Q4 2024.
  • 158 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2025.

Based on Tempus Wealth Planning's 13F filing for Q2 2025, filed 17 Jul 2025.