Cerity Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-6,314
| Closed | -$400K | – | 1129 |
|
|
2021
Q4 | $400K | Hold |
6,314
| – | – | 0.01% | 669 |
|
|
2021
Q3 | $375K | Hold |
6,314
| – | – | 0.01% | 519 |
|
|
2021
Q2 | $377K | Hold |
6,314
| – | – | 0.01% | 526 |
|
|
2021
Q1 | $355K | Hold |
6,314
| – | – | 0.01% | 509 |
|
|
2020
Q4 | $312K | Buy |
+6,314
| New | +$312K | 0.01% | 510 |
|