World Equity Group’s WisdomTree US Value Fund WTV Stock Holding History

World Equity 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	$366K	Buy	+3,572	New	+$380K	0.15%	148

Other funds holding WTV

First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TCOT

Trust Company of Toledo Holland, Ohio $1.25B AUM 28.18% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

Columbia Advisory Partners Spokane, Washington $181M AUM 18.7% 1-Year Est. Return

Bay Capital Advisors Virginia Beach, Virginia $189M AUM 17.06% 1-Year Est. Return

World Equity Group's WTV Position: Q3 2026 in Review

World Equity Group opened a new position in WisdomTree US Value Fund (WTV) in Q3 2026: 3,572 shares worth $366K. The stake represents 0.15% of the portfolio and ranks #148 among its holdings.

43 funds tracked by Wall St. Rank hold WTV as of Q3 2026.

World Equity Group held 3,572 shares of WisdomTree US Value Fund worth $366K as of Q3 2026.
WisdomTree US Value Fund was a new World Equity Group position in Q3 2026.
WisdomTree US Value Fund made up 0.15% of World Equity Group's portfolio in Q3 2026, its #148 holding.
43 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.