Advisor Group’s WisdomTree US Value Fund WTV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q4
$48K Buy
2019
Q3
$44K Hold
2019
Q2
$43K Hold
2019
Q1
$42K Hold
2018
Q4
$37K Hold
2018
Q3
$44K Hold
2018
Q2
$41K Hold
2018
Q1
$40K Hold
2017
Q4
$41K Hold
2017
Q3
$38K Hold
2017
Q2
$36K Hold
2017
Q1
$35K Sell
2016
Q4
$132K Sell
2016
Q3
$145K Buy
2016
Q2
$111K Buy