CoreCap 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 | $67.8K | Buy |
785
+208
| +36% | +$18K | ﹤0.01% | 1112 |
|
|
2025
Q1 | $47.4K | Buy |
+577
| New | +$47.4K | ﹤0.01% | 1185 |
|
|
2022
Q3 | – | Sell |
-16
| Closed | -$1K | – | 2127 |
|
|
2022
Q2 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 2083 |
|
|
2022
Q1 | – | Sell |
-16
| Closed | -$1K | – | 2119 |
|
|
2021
Q4 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 2285 |
|