Wealth Enhancement Advisory Services’s WisdomTree US Value Fund WTV Stock Holding History

Wealth Enhancement Advisory Services’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	$26M	Buy	248,743 +10,785	+5%	+$1.08M	0.04%	365
2026 Q1	$22.5M	Sell	237,958 -113,953	-32%	-$11M	0.05%	362
2025 Q4	$33.6M	Buy	351,911 +347,437	+7,766%	+$31.9M	0.05%	337
2025 Q3	$408K	Buy	4,474 +115	+3%	+$10.2K	﹤0.01%	2538
2025 Q2	$382K	Buy	4,359 +74	+2%	+$6.04K	﹤0.01%	2432
2025 Q1	$352K	Sell	4,285 -835	-16%	-$70.7K	﹤0.01%	2321
2024 Q4	$428K	Buy	5,120 +11	+0.2%	+$927	﹤0.01%	2103
2024 Q3	$409K	Buy	5,109 +12	+0.2%	+$907	﹤0.01%	1961
2024 Q2	$372K	Buy	5,097 +12	+0.2%	+$878	﹤0.01%	1832
2024 Q1	$384K	Buy	5,085 +303	+6%	+$21.3K	﹤0.01%	1746
2023 Q4	$328K	Buy	+4,782	New	+$302K	﹤0.01%	1757

Other funds holding WTV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealth Enhancement Advisory Services's WTV Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its WisdomTree US Value Fund (WTV) stake by 4.5% in Q2 2026, buying an estimated $1.08M and bringing the position to 248,743 shares worth $26M. The position accounts for 0.04% of the portfolio, ranked #365.

Wealth Enhancement Advisory Services first reported a position in WTV in Q4 2023 and has held it in 11 quarters since. The position peaked at $33.6M in Q4 2025. 234 funds tracked by Wall St. Rank hold WTV as of Q2 2026.

Wealth Enhancement Advisory Services held 248,743 shares of WisdomTree US Value Fund worth $26M as of Q2 2026.
Wealth Enhancement Advisory Services bought 10,785 WisdomTree US Value Fund shares in Q2 2026, an estimated $1.08M.
WisdomTree US Value Fund made up 0.04% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #365 holding.
Wealth Enhancement Advisory Services first reported a position in WisdomTree US Value Fund in Q4 2023 and has held it in 11 quarters since.
Wealth Enhancement Advisory Services's WisdomTree US Value Fund position peaked at $33.6M in Q4 2025.
234 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.