Balasa Dinverno & Foltz’s WisdomTree US Value Fund WTV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $2.66M | Sell |
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|
2022
Q2 | $2.76M | Hold |
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|
2022
Q1 | $3.21M | Sell |
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|
2021
Q4 | $3.31M | Sell |
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|
2021
Q3 | $3.11M | Sell |
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|
2021
Q2 | $3.29M | Hold |
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|
2021
Q1 | $3.1M | Buy |
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|
2020
Q4 | $2.69M | Buy |
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|
2020
Q3 | $2.2M | Hold |
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|
2020
Q2 | $2.09M | Buy |
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|
2020
Q1 | $1.68M | Sell |
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|
2019
Q4 | $2.48M | Sell |
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|
2019
Q3 | $2.38M | Hold |
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|
2019
Q2 | $2.37M | Buy |
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|
2019
Q1 | $2.22M | Sell |
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|
2018
Q4 | $1.96M | Hold |
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|
2018
Q3 | $2.3M | Sell |
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|
2018
Q2 | $2.18M | Buy |
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