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Avant Capital’s WisdomTree US Value Fund WTV Stock Holding History

Avant Capital’s Portfolio WTV Stock Details WTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$544K Buy
6,293
+1,124
+22% +$97.1K 0.42% 39
2025
Q1 		$425K Buy
5,169
+132
+3% +$10.8K 0.35% 46
2024
Q4 		$421K Buy
+5,037
New +$421K 0.35% 46
2023
Q3 		$227K Buy
+3,676
New +$227K 0.26% 50