Anderson Financial Strategies’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	$19.3M	Buy	223,687 +1,176	+0.5%	+$102K	12.36%	1
2025 Q1	$18.3M	Buy	222,511 +15,099	+7%	+$1.24M	11.18%	1
2024 Q4	$17.3M	Buy	+207,412	New	+$17.3M	10.45%	1