CAPTRUST Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $36K | Buy |
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|
2022
Q1 | $41K | Buy |
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|
2021
Q4 | $42K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $28K | Hold |
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|
2019
Q2 | $28K | Hold |
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|
2019
Q1 | $27K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $31K | Hold |
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|
2015
Q4 | $32K | Hold |
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|
2015
Q3 | $31K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $29K | Buy |
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