Capital Investment Advisory Services’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
2025
Q2
$17.3K Hold
200
﹤0.01% 890
2025
Q1
$16.4K Hold
200
﹤0.01% 832
2024
Q4
$16.7K Hold
200
﹤0.01% 774
2024
Q3
$16K Buy
+200
New +$16K ﹤0.01% 816