CIBC Private Wealth Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $326K | Hold |
3,774
| – | – | ﹤0.01% | 950 |
|
|
2025
Q1 | $273K | Hold |
3,774
| – | – | ﹤0.01% | 981 |
|
|
2024
Q4 | $317K | Hold |
3,774
| – | – | ﹤0.01% | 1000 |
|
|
2024
Q3 | $302K | Hold |
3,774
| – | – | ﹤0.01% | 1022 |
|
|
2024
Q2 | $273K | Hold |
3,774
| – | – | ﹤0.01% | 984 |
|
|
2024
Q1 | $284K | Hold |
3,774
| – | – | ﹤0.01% | 992 |
|
|
2023
Q4 | $259K | Hold |
3,774
| – | – | ﹤0.01% | 986 |
|
|
2023
Q3 | $233K | Buy |
+3,774
| New | +$233K | ﹤0.01% | 957 |
|