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Avalon Trust’s WisdomTree US Value Fund WTV Stock Holding History

Avalon Trust’s Portfolio WTV Stock Details WTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2,048
Closed -$149K – 330
2024
Q2 		$149K Hold
2,048
– – 0.01% 142
2024
Q1 		$155K Hold
2,048
– – 0.01% 149
2023
Q4 		$140K Buy
+2,048
New +$140K 0.01% 143