Weaver Consulting Group WTV — WISDOMTREE U.S. QUALITY SHAREHOLDER YIELD FUND

Ownership history in Weaver Consulting Group  ·  5 quarters on record

AI Ownership Summary

Weaver Consulting Group reported WISDOMTREE U.S. QUALITY SHAREHOLDER YIELD FUND (WTV) in 5 quarterly 13F filings from 2026 Q3 through 2026 Q3. Peak portfolio weight reached 0.32% in 2026 Q3. The latest visible filing shows WTV at 0.32% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WTV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Weaver Consulting Group's position in WISDOMTREE U.S. QUALITY SHAREHOLDER YIELD FUND, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

WTV was reported at 0.32% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.32% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q3 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

WTV stock page Weaver Consulting Group fund profile Weaver Consulting Group full holdings
How Weaver Consulting Group held WTV — position size vs. price
% of Fund (quarterly)    WTV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 16,256 +15,419 +1842.2% 0.32% $1.7M 2026-10-07 $nan
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding WTV

As of 2026 Q3 — sorted by position size

FIRST COMMUNITY TRUST NA 3Y 18.13% Ballew Advisors, Inc 3Y 7Y 0.52% Venture Visionary Partners LLC 3Y 0.47% Cooper Financial Group 3Y 7Y 0.2% RVW Wealth, LLC 3Y 7Y 0.06%

FAQ About Weaver Consulting Group and WTV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Weaver Consulting Group reported owning WTV?

Weaver Consulting Group reported WTV across 1 quarterly 13F filings, from 2026 Q3 through 2026 Q3.

What was the largest reported WTV position in Weaver Consulting Group's portfolio?

The largest reported portfolio weight for WTV was 0.32% in 2026 Q3.

What is the latest reported WTV position on this page?

The most recent filing on this page is 2026 Q3, when Weaver Consulting Group reported 16,256 shares, equal to 0.32% of portfolio, with an estimated market value of $1.7M.

What does the chart on this WTV ownership page compare?

The chart compares Weaver Consulting Group's quarterly WTV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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