Carlson Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $517K | Sell |
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|
2024
Q3 | $505K | Sell |
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|
2024
Q2 | $525K | Sell |
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|
2024
Q1 | $576K | Sell |
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|
2023
Q4 | $5.38M | Buy |
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|
2023
Q3 | $4.67M | Sell |
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|
2023
Q2 | $4.77M | Buy |
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|
2023
Q1 | $4.19M | Buy |
|
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|
2022
Q4 | $2.07M | Sell |
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|
2022
Q3 | $4.67M | Buy |
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|
2022
Q2 | $1.56M | Buy |
|