Ashton Thomas Private Wealth’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 | $2.28M | Sell |
26,430
-1,059
| -4% | -$91.5K | 0.08% | 251 |
|
|
2025
Q1 | $2.26M | Buy |
27,489
+10,864
| +65% | +$893K | 0.09% | 243 |
|
|
2024
Q4 | $1.39M | Buy |
16,625
+1,334
| +9% | +$112K | 0.05% | 320 |
|
|
2024
Q3 | $1.22M | Buy |
15,291
+700
| +5% | +$56K | 0.06% | 278 |
|
|
2024
Q2 | $1.07M | Buy |
14,591
+2,311
| +19% | +$169K | 0.06% | 294 |
|
|
2024
Q1 | $928K | Buy |
12,280
+2,591
| +27% | +$196K | 0.05% | 312 |
|
|
2023
Q4 | $664K | Buy |
9,689
+2,522
| +35% | +$173K | 0.04% | 364 |
|
|
2023
Q3 | $443K | Buy |
7,167
+3,477
| +94% | +$215K | 0.03% | 412 |
|
|
2023
Q2 | $231K | Buy |
+3,690
| New | +$231K | 0.02% | 532 |
|