SEC 13F Intelligence

Usadvisors Wealth Management, LLC / WTV

Usadvisors Wealth Management, LLC’s Wisdomtree Tr Position

Does Usadvisors Wealth Management, LLC own Wisdomtree Tr (WTV)? Yes — 72.5K shares worth $7M (+2.25% of its 13F portfolio) as of Q1 2026, up from 68.7K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
72.5K
% of Portfolio
+2.25%
Quarters Held
4
currently held

Position History WTV

Reported value by quarter
Q2 ’25: $5MQ2 ’25Q3 ’25: $6MQ3 ’25Q4 ’25: $6MQ4 ’25Q1 ’26: $7MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202672.5K$7M+2.25%
Q4 202568.7K$6M+2.11%
Q3 202562.7K$6M+1.97%
Q2 202559.0K$5M+1.89%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Usadvisors Wealth Management, LLC’s full portfolio or all institutional holders of WTV.