AE Wealth Management’s WisdomTree US Value Fund WTV Stock Holding History

AE Wealth Management’s Portfolio WTV Stock Details WTV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$7.33M	Buy
2025 Q1	$6.72M	Buy
2024 Q4	$6.5M	Buy
2024 Q3	$5.72M	Buy
2024 Q2	$4.97M	Buy
2024 Q1	$3.83M	Buy
2023 Q4	$2.54M	Buy