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Beacon Financial Advisory’s WisdomTree US Value Fund WTV Stock Holding History

Beacon Financial Advisory’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 		$488K Sell
5,647
-1,123
-17% -$97K 0.13% 205
2025
Q1 		$556K Buy
+6,770
New +$556K 0.17% 154