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Allworth Financial’s WisdomTree US Value Fund WTV Stock Holding History

Allworth Financial’s Portfolio WTV Stock Details WTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$67.7K Buy
783
+300
+62% +$25.9K ﹤0.01% 1760
2025
Q1 		$38.1K Buy
483
+431
+829% +$34K ﹤0.01% 1678
2024
Q4 		$4.52K Buy
+52
New +$4.52K ﹤0.01% 2807