WTV

Wisdomtree U.s. Value Fund

Latest period2026 - Q2Total superinvestors23

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 23 superinvestors own shares of Wisdomtree U.s. Value Fund (WTV), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Wisdomtree U.s. Value Fund (WTV), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Wisdomtree U.s. Value Fund (WTV) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Wisdomtree U.s. Value Fund (WTV) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Luke I Mann@First Community Trust Na
Recent Activity
New Position
25.08%
$55.521M
545,821 shares@ 101.72 avg price
Kyle R. Bubeck@Systelligence, Llc
Recent Activity
Decreased -27.59%
2.73%
$16.325M
160,487 shares@ 101.73 avg price
Dustin Watts@Team Financial Group, Llc
Recent Activity
Increased 2.98%
4.59%
$10.811M
106,286 shares@ 101.72 avg price
Arthur Cooper@Cooper Financial Group
Recent Activity
Decreased -19.34%
0.2%
$2.31M
22,705 shares@ 101.73 avg price
Todd Arthur Gomes@Sonoma Allocations Llc
Recent Activity
Increased 99.15%
0.48%
$1.538M
14,930 shares@ 103.04 avg price
Aryn Sands@Toptier Wealth Management, Llc
Recent Activity
Increased 1.7%
0.76%
$1.248M
12,264 shares@ 101.73 avg price
Cherri Lamkin@Atlas Brown,inc.
Recent Activity
Increased 0.72%
0.27%
$983,162
9,665 shares@ 101.73 avg price
Simon Liu@Rvw Wealth, Llc
Recent Activity
0.07%
$967,357
9,510 shares@ 101.72 avg price
C Brooks Mosby@Ballew Advisors, Inc
Recent Activity
New Position
0.41%
$778,425
7,547 shares@ 103.15 avg price
AUBREY FERNANDO@Signature Estate & Investment Advisors Llc
Recent Activity
Increased 0.19%
0.02%
$755,231
7,425 shares@ 101.72 avg price

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