Woodard & Company Asset Management Group’s WisdomTree US Value Fund WTV Stock Holding History

Woodard & Company Asset Management 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 Q2	$332K	Sell	3,268 -14	-0.4%	-$1.4K	0.05%	96
2026 Q1	$311K	Sell	3,282 -2,716	-45%	-$263K	0.05%	99
2025 Q4	$560K	Buy	+5,998	New	+$550K	0.09%	80

Other funds holding WTV

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Resolute Capital Greenville, South Carolina $290M AUM

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LFA

Legacy Financial Advisors Covington, Kentucky $820M AUM 31.98% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Woodard & Company Asset Management Group's WTV Position: Q2 2026 in Review

Woodard & Company Asset Management Group reduced its WisdomTree US Value Fund (WTV) stake by 0.43% in Q2 2026, selling an estimated $1.4K and leaving 3,268 shares worth $332K. The position accounts for 0.05% of the portfolio, ranked #96.

Woodard & Company Asset Management Group first reported a position in WTV in Q4 2025 and has held it in 3 quarters since. The position peaked at $560K in Q4 2025. 135 funds tracked by Wall St. Rank hold WTV as of Q2 2026.

Woodard & Company Asset Management Group held 3,268 shares of WisdomTree US Value Fund worth $332K as of Q2 2026.
Woodard & Company Asset Management Group sold 14 WisdomTree US Value Fund shares in Q2 2026, an estimated $1.4K.
WisdomTree US Value Fund made up 0.05% of Woodard & Company Asset Management Group's portfolio in Q2 2026, its #96 holding.
Woodard & Company Asset Management Group first reported a position in WisdomTree US Value Fund in Q4 2025 and has held it in 3 quarters since.
Woodard & Company Asset Management Group's WisdomTree US Value Fund position peaked at $560K in Q4 2025.
135 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2026.

Based on Woodard & Company Asset Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.