Concurrent Investment Advisors’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 | $5.71M | Buy |
66,046
+8,290
| +14% | +$716K | 0.11% | 197 |
|
|
2025
Q1 | $4.75M | Buy |
57,756
+53,469
| +1,247% | +$4.39M | 0.12% | 192 |
|
|
2024
Q4 | $358K | Buy |
4,287
+1,302
| +44% | +$109K | 0.01% | 753 |
|
|
2024
Q3 | $239K | Buy |
2,985
+37
| +1% | +$2.96K | 0.01% | 862 |
|
|
2024
Q2 | $215K | Hold |
2,948
| – | – | 0.01% | 841 |
|
|
2024
Q1 | $223K | Hold |
2,948
| – | – | 0.01% | 760 |
|
|
2023
Q4 | $202K | Buy |
+2,948
| New | +$202K | 0.01% | 764 |
|