Creative Financial Designs’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 | $31.6K | Hold |
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|
2025
Q2 | $30K | Buy |
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|
2025
Q1 | $20.5K | Sell |
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|
2024
Q4 | $23.7K | Hold |
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|
2024
Q3 | $22.7K | Hold |
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|
2024
Q2 | $20.7K | Buy |
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|
2024
Q1 | $21.1K | Buy |
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|
2023
Q4 | $16.3K | Buy |
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|
2023
Q3 | $124 | Hold |
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|
2023
Q2 | $125 | Hold |
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|
2023
Q1 | $117 | Hold |
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|
2022
Q4 | $114 | Hold |
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|
2022
Q3 | $0 | Hold |
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|
2022
Q2 | $0 | Hold |
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|
2022
Q1 | $0 | Buy |
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