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Wedmont Private Capital’s WisdomTree US Value Fund WTV Stock Holding History

Wedmont Private Capital’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
-3,073
Closed -$235K – 772
2025
Q1 		$235K Buy
+3,073
New +$260K 0.01% 594

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

Wedmont Private Capital's WTV Position: Q2 2025 in Review

Wedmont Private Capital sold out of WisdomTree US Value Fund (WTV) in Q2 2025, closing a stake of 3,073 shares — an estimated $235K sold.

Wedmont Private Capital first reported a position in WTV in Q1 2025 and held it in 1 quarter. The position peaked at $235K in Q1 2025. 158 funds tracked by Wall St. Rank hold WTV as of Q2 2025.

  • Wedmont Private Capital reported no remaining WisdomTree US Value Fund position as of Q2 2025 after selling out during the quarter.
  • Wedmont Private Capital sold 3,073 WisdomTree US Value Fund shares in Q2 2025, an estimated $235K.
  • Wedmont Private Capital first reported a position in WisdomTree US Value Fund in Q1 2025 and held it in 1 quarter.
  • Wedmont Private Capital's WisdomTree US Value Fund position peaked at $235K in Q1 2025.
  • 158 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2025.

Based on Wedmont Private Capital's 13F filing for Q2 2025, filed 10 Jul 2025.