WTV — WISDOMTREE U S VALUE ETF

Ownership history in Anderson Financial Strategies, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Anderson Financial Strategies, LLC reported a position in WISDOMTREE U S VALUE ETF (WTV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
12.36% (2025 Q2)
Avg. % of fund
11.59%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 222,510 +1,227 +0.6% 12.05% $20.8M $93.30
2025 Q3 REDUCED 221,283 -2,404 -1.1% 11.93% $20.1M $90.54
2025 Q2 ADDED 223,687 +1,176 +0.5% 12.36% $19.3M $85.60
2025 Q1 ADDED 222,511 +15,099 +7.3% 11.18% $18.3M $81.12
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    WTV price (monthly, adj. close)

Other funds also holding WTV

As of 2025 Q4 — sorted by position size

626 Financial, LLC 3Y 5.44% Prism Advisors, Inc. 3Y 7Y 4.88% Team Financial Group, LLC 4.34% Systelligence, LLC 3Y 3.64% Leslie Global Wealth, LLC 2.98% Legacy Financial Advisors, Inc. 3Y 7Y 2.87% Ruggaard & Associates LLC 2.85% Vericrest Private Wealth 2.56% Onyx Bridge Wealth Group LLC 3Y 2.35% USAdvisors Wealth Management, LLC 3Y 7Y 2.11%
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