Belpointe Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,332
| Closed | -$252K | – | 947 |
|
|
2024
Q1 | $252K | Buy |
3,332
+29
| +0.9% | +$2.19K | 0.02% | 665 |
|
|
2023
Q4 | $226K | Buy |
+3,303
| New | +$226K | 0.02% | 626 |
|
|
2023
Q2 | – | Sell |
-1,620
| Closed | -$95K | – | 3397 |
|
|
2023
Q1 | $95K | Buy |
1,620
+716
| +79% | +$42K | 0.01% | 1335 |
|
|
2022
Q4 | $51.5K | Buy |
+904
| New | +$51.5K | ﹤0.01% | 1588 |
|