WCG
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Weaver Consulting Group’s WisdomTree US Value Fund WTV Stock Holding History

Weaver Consulting Group’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 		$1.67M Buy
+16,256
New +$1.73M 0.32% 71
2020
Q4 		– Sell
-1,674
Closed -$69K – 910
2020
Q3 		$69K Hold
1,674
– – 0.04% 224
2020
Q2 		$66K Hold
1,674
– – 0.04% 224
2020
Q1 		$54K Hold
1,674
– – 0.04% 216
2019
Q4 		$73K Buy
+1,674
New +$76.3K 0.04% 195

Other funds holding WTV

FCT
First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PA
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Weaver Consulting Group's WTV Position: Q3 2026 in Review

Weaver Consulting Group opened a new position in WisdomTree US Value Fund (WTV) in Q3 2026: 16,256 shares worth $1.67M. The stake represents 0.32% of the portfolio and ranks #71 among its holdings. This is a return to the name: Weaver Consulting Group previously reported a position in WTV as recently as Q3 2020.

Weaver Consulting Group first reported a position in WTV in Q4 2019 and has held it in 5 quarters since. 11 funds tracked by Wall St. Rank hold WTV as of Q3 2026.

  • Weaver Consulting Group held 16,256 shares of WisdomTree US Value Fund worth $1.67M as of Q3 2026.
  • WisdomTree US Value Fund was a new Weaver Consulting Group position in Q3 2026.
  • WisdomTree US Value Fund made up 0.32% of Weaver Consulting Group's portfolio in Q3 2026, its #71 holding.
  • Weaver Consulting Group first reported a position in WisdomTree US Value Fund in Q4 2019 and has held it in 5 quarters since.
  • 11 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q3 2026.

Based on Weaver Consulting Group's 13F filing for Q3 2026, filed 7 Oct 2026.