Advisor Group’s WisdomTree US Value Fund WTV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $48K | Buy |
1,030
+30
| +3% | +$1.4K | ﹤0.01% | 3442 |
|
|
2019
Q3 | $44K | Hold |
1,000
| – | – | ﹤0.01% | 3481 |
|
|
2019
Q2 | $43K | Hold |
1,000
| – | – | ﹤0.01% | 3482 |
|
|
2019
Q1 | $42K | Hold |
1,000
| – | – | ﹤0.01% | 3504 |
|
|
2018
Q4 | $37K | Hold |
1,000
| – | – | ﹤0.01% | 3403 |
|
|
2018
Q3 | $44K | Hold |
1,000
| – | – | ﹤0.01% | 3389 |
|
|
2018
Q2 | $41K | Hold |
1,000
| – | – | ﹤0.01% | 3257 |
|
|
2018
Q1 | $40K | Hold |
1,000
| – | – | ﹤0.01% | 3245 |
|
|
2017
Q4 | $41K | Hold |
1,000
| – | – | ﹤0.01% | 3224 |
|
|
2017
Q3 | $38K | Hold |
1,000
| – | – | ﹤0.01% | 3142 |
|
|
2017
Q2 | $36K | Hold |
1,000
| – | – | ﹤0.01% | 3077 |
|
|
2017
Q1 | $35K | Sell |
1,000
-2,884
| -74% | -$101K | ﹤0.01% | 2983 |
|
|
2016
Q4 | $132K | Sell |
3,884
-698
| -15% | -$23.7K | ﹤0.01% | 1875 |
|
|
2016
Q3 | $145K | Buy |
4,582
+982
| +27% | +$31.1K | ﹤0.01% | 1751 |
|
|
2016
Q2 | $111K | Buy |
+3,600
| New | +$111K | ﹤0.01% | 1851 |
|