Commonwealth Equity Services’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
Q3 | $16.5M | Buy |
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|
2025
Q2 | $8.53M | Buy |
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|
2025
Q1 | $6.47M | Buy |
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|
2024
Q4 | $5.69M | Sell |
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|
2024
Q3 | $5.71M | Buy |
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|
2024
Q2 | $4.9M | Buy |
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|
2024
Q1 | $4.61M | Buy |
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|
2023
Q4 | $3.35M | Buy |
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|
2023
Q3 | $1.67M | Buy |
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|
2023
Q2 | $1.54M | Buy |
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|
2023
Q1 | $1.15K | Buy |
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|
2022
Q4 | $1.05M | Buy |
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|
2022
Q3 | $894K | Buy |
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|
2022
Q2 | $919K | Buy |
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|
2022
Q1 | $517K | Buy |
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|
2021
Q4 | $328K | Buy |
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|
2021
Q3 | $306K | Buy |
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|
2021
Q2 | $308K | Buy |
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|
2021
Q1 | $290K | Buy |
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|
2020
Q4 | $253K | Buy |
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|
2020
Q3 | $212K | Buy |
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|
2020
Q2 | $201K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $242K | Buy |
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|
2019
Q3 | $222K | Buy |
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|
2019
Q2 | $221K | Buy |
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|
2019
Q1 | $215K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $221K | Sell |
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|
2018
Q2 | $226K | Hold |
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|
2018
Q1 | $221K | Hold |
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|
2017
Q4 | $226K | Hold |
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|
2017
Q3 | $208K | Buy |
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