Cathy Pareto & Associates’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	$353K	Sell	4,090 -1,103	-21%	-$95.3K	0.29%	66
2025 Q1	$427K	Buy	5,193 +9	+0.2%	+$739	0.38%	46
2024 Q4	$433K	Buy	+5,184	New	+$433K	0.4%	47