Cetera Investment Advisers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.3M | Buy |
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|
2025
Q1 | $8.4M | Buy |
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|
2024
Q4 | $6.16M | Buy |
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|
2024
Q3 | $4.92M | Buy |
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|
2024
Q2 | $4.05M | Buy |
|
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|
2024
Q1 | $3.74M | Buy |
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|
2023
Q4 | $422K | Sell |
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|
2023
Q3 | $392K | Buy |
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|
2023
Q2 | $360K | Sell |
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|
2023
Q1 | $383K | Buy |
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|
2022
Q4 | $328K | Buy |
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|
2022
Q3 | $291K | Buy |
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|
2022
Q2 | $276K | Buy |
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|
2022
Q1 | $270K | Sell |
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|
2021
Q4 | $279K | Buy |
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|
2021
Q3 | $254K | Buy |
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