BOLTON SECURITIES CORPORATION’s WisdomTree US Value Fund WTV Stock Holding History

BOLTON SECURITIES CORPORATION’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	$86.5K	Buy	844 +50	+6%	+$5.31K	﹤0.01%	1170
2026 Q2	$80.8K	Hold	794	–	–	﹤0.01%	1174
2026 Q1	$75.2K	Buy	+794	New	+$76.9K	﹤0.01%	1127
2025 Q3	$72.3K	Buy	+794	New	+$70.7K	﹤0.01%	1061
2025 Q1	$23.9K	Buy	+291	New	+$24.6K	﹤0.01%	1241

Other funds holding WTV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

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

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Horizon Wealth Management La Grange, Illinois $794M AUM 25.19% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

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

BOLTON SECURITIES CORPORATION's WTV Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION increased its WisdomTree US Value Fund (WTV) stake by 6.3% in Q3 2026, buying an estimated $5.31K and bringing the position to 844 shares worth $86.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1170.

BOLTON SECURITIES CORPORATION first reported a position in WTV in Q1 2025 and has held it in 5 quarters since. 183 funds tracked by Wall St. Rank hold WTV as of Q3 2026.

BOLTON SECURITIES CORPORATION held 844 shares of WisdomTree US Value Fund worth $86.5K as of Q3 2026.
BOLTON SECURITIES CORPORATION bought 50 WisdomTree US Value Fund shares in Q3 2026, an estimated $5.31K.
WisdomTree US Value Fund made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1170 holding.
BOLTON SECURITIES CORPORATION first reported a position in WisdomTree US Value Fund in Q1 2025 and has held it in 5 quarters since.
183 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.