Ancora Advisors’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 | $73.4K | Hold |
850
| – | – | ﹤0.01% | 926 |
|
|
2025
Q1 | $69.8K | Hold |
850
| – | – | ﹤0.01% | 922 |
|
|
2024
Q4 | $71K | Hold |
850
| – | – | ﹤0.01% | 914 |
|
|
2024
Q3 | $68K | Hold |
850
| – | – | ﹤0.01% | 900 |
|
|
2024
Q2 | $62K | Hold |
850
| – | – | ﹤0.01% | 879 |
|
|
2024
Q1 | $64.3K | Hold |
850
| – | – | ﹤0.01% | 873 |
|
|
2023
Q4 | $58.3K | Hold |
850
| – | – | ﹤0.01% | 872 |
|
|
2023
Q3 | $52.5K | Hold |
850
| – | – | ﹤0.01% | 876 |
|
|
2023
Q2 | $53.2K | Hold |
850
| – | – | ﹤0.01% | 869 |
|
|
2023
Q1 | $49.8K | Hold |
850
| – | – | ﹤0.01% | 891 |
|
|
2022
Q4 | $48K | Hold |
850
| – | – | ﹤0.01% | 948 |
|
|
2022
Q3 | $43K | Hold |
850
| – | – | ﹤0.01% | 1098 |
|
|
2022
Q2 | $45K | Hold |
850
| – | – | ﹤0.01% | 1171 |
|
|
2022
Q1 | $52K | Hold |
850
| – | – | ﹤0.01% | 1197 |
|
|
2021
Q4 | $54K | Hold |
850
| – | – | ﹤0.01% | 1222 |
|
|
2021
Q3 | $50K | Hold |
850
| – | – | ﹤0.01% | 1166 |
|
|
2021
Q2 | $51K | Hold |
850
| – | – | ﹤0.01% | 1077 |
|
|
2021
Q1 | $48K | Buy |
+850
| New | +$48K | ﹤0.01% | 1065 |
|
|
2020
Q2 | – | Sell |
-850
| Closed | -$28K | – | 1397 |
|
|
2020
Q1 | $28K | Hold |
850
| – | – | ﹤0.01% | 959 |
|
|
2019
Q4 | $40K | Buy |
+850
| New | +$40K | ﹤0.01% | 920 |
|