Torren Management
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Torren Management’s WisdomTree US Value Fund WTV Stock Holding History

Torren Management’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
Q3 		– Sell
-417
Closed -$42.4K – 989
2026
Q2 		$42.4K Buy
417
+2
+0.5% +$200 0.02% 72
2026
Q1 		$39.3K Buy
+415
New +$40.2K 0.02% 68

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Horizon Wealth Management
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Harel Insurance Investments & Financial Services
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Wealth Enhancement Advisory Services
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TCOT
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Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Torren Management's WTV Position: Q3 2026 in Review

Torren Management sold out of WisdomTree US Value Fund (WTV) in Q3 2026, closing a stake of 417 shares — an estimated $42.4K sold.

Torren Management first reported a position in WTV in Q1 2026 and held it in 2 quarters. The position peaked at $42.4K in Q2 2026. 133 funds tracked by Wall St. Rank hold WTV as of Q3 2026.

  • Torren Management reported no remaining WisdomTree US Value Fund position as of Q3 2026 after selling out during the quarter.
  • Torren Management sold 417 WisdomTree US Value Fund shares in Q3 2026, an estimated $42.4K.
  • Torren Management first reported a position in WisdomTree US Value Fund in Q1 2026 and held it in 2 quarters.
  • Torren Management's WisdomTree US Value Fund position peaked at $42.4K in Q2 2026.
  • 133 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q3 2026.

Based on Torren Management's 13F filing for Q3 2026, filed 29 Oct 2026.