Atria Wealth Solutions’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 | – | Sell |
-54,302
| Closed | -$4.46M | – | 1919 |
|
|
2025
Q1 | $4.46M | Buy |
54,302
+51,142
| +1,618% | +$4.2M | 0.05% | 370 |
|
|
2024
Q4 | $264K | Buy |
3,160
+435
| +16% | +$36.4K | ﹤0.01% | 1612 |
|
|
2024
Q3 | $218K | Buy |
+2,725
| New | +$218K | ﹤0.01% | 1714 |
|
|
2024
Q2 | – | Sell |
-2,725
| Closed | -$206K | – | 2053 |
|
|
2024
Q1 | $206K | Buy |
+2,725
| New | +$206K | ﹤0.01% | 1801 |
|