Cetera 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $730K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $301K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $216K | Sell |
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|
2020
Q2 | $221K | Sell |
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|
2020
Q1 | $207K | Hold |
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|
2019
Q4 | $304K | Hold |
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|
2019
Q3 | $279K | Hold |
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|
2019
Q2 | $278K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $223K | Hold |
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|
2018
Q3 | $261K | Hold |
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|
2018
Q2 | $247K | Hold |
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|
2018
Q1 | $242K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $228K | Hold |
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|
2017
Q2 | $218K | Hold |
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|
2017
Q1 | $211K | Hold |
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|
2016
Q4 | $203K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $200K | Buy |
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