Arkadios Wealth 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
$1.22M Buy
14,142
+8,614
+156% +$744K 0.04% 489
2025
Q1
$454K Buy
+5,528
New +$454K 0.02% 738