Cambridge Investment Research Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.7M | Buy |
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|
2025
Q1 | $14.1M | Buy |
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|
2024
Q4 | $5.67M | Buy |
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|
2024
Q3 | $4.55M | Sell |
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|
2024
Q2 | $4.4M | Sell |
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|
2024
Q1 | $5.22M | Buy |
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|
2023
Q4 | $4.13M | Buy |
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|
2023
Q3 | $3.66M | Buy |
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|
2023
Q2 | $888K | Sell |
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|
2023
Q1 | $1.22M | Buy |
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|
2022
Q4 | $401K | Buy |
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|
2022
Q3 | $302K | Buy |
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|
2022
Q2 | $291K | Buy |
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|
2022
Q1 | $287K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $602K | Sell |
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|
2018
Q2 | $684K | Buy |
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