CIBC Private Wealth Group
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CIBC Private Wealth Group’s WisdomTree US Value Fund WTV Stock Holding History

CIBC Private Wealth Group’s Portfolio WTV Stock Details WTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$326K Hold
2025
Q1 		$273K Hold
2024
Q4 		$317K Hold
2024
Q3 		$302K Hold
2024
Q2 		$273K Hold
2024
Q1 		$284K Hold
2023
Q4 		$259K Hold
2023
Q3 		$233K Buy