Coppell Advisory Solutions’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
Q1 | – | Sell |
-75
| Closed | -$6.24K | – | 1893 |
|
|
2024
Q4 | $6.24K | Hold |
75
| – | – | ﹤0.01% | 1269 |
|
|
2024
Q3 | $5.99K | Hold |
75
| – | – | ﹤0.01% | 1224 |
|
|
2024
Q2 | $5.47K | Buy |
+75
| New | +$5.47K | ﹤0.01% | 1180 |
|
|
2023
Q4 | $5.14K | Buy |
+75
| New | +$5.14K | ﹤0.01% | 1100 |
|
|
2023
Q3 | – | Sell |
-75
| Closed | -$4.66K | – | 1576 |
|
|
2023
Q2 | $4.66K | Buy |
+75
| New | +$4.66K | ﹤0.01% | 866 |
|