AE Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.33M | Buy |
84,782
+2,976
| +4% | +$257K | 0.05% | 300 |
|
|
2025
Q1 | $6.72M | Buy |
81,806
+4,016
| +5% | +$330K | 0.06% | 294 |
|
|
2024
Q4 | $6.5M | Buy |
77,790
+6,351
| +9% | +$531K | 0.06% | 298 |
|
|
2024
Q3 | $5.72M | Buy |
71,439
+3,380
| +5% | +$270K | 0.05% | 309 |
|
|
2024
Q2 | $4.97M | Buy |
68,059
+17,387
| +34% | +$1.27M | 0.05% | 328 |
|
|
2024
Q1 | $3.83M | Buy |
50,672
+13,988
| +38% | +$1.06M | 0.04% | 354 |
|
|
2023
Q4 | $2.54M | Buy |
+36,684
| New | +$2.54M | 0.01% | 821 |
|