Capital Asset Advisory Services’s WisdomTree US Value Fund WTV Stock Holding History

Capital Asset Advisory Services’s Portfolio WTV Stock Details WTV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$11.1M	Buy
2025 Q2	$10.4M	Buy
2021 Q1	–	Sell
2020 Q4	$25K	Buy
2020 Q1	–	Sell
2019 Q4	$24K	Buy