Cerity Partners’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
2026
Q1
$272K Buy
2022
Q1
Sell
2021
Q4
$400K Hold
2021
Q3
$375K Hold
2021
Q2
$377K Hold
2021
Q1
$355K Hold
2020
Q4
$312K Buy