Creative Financial Designs’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 | $30K | Buy |
347
+97
| +39% | +$8.38K | ﹤0.01% | 1016 |
|
|
2025
Q1 | $20.5K | Sell |
250
-34
| -12% | -$2.79K | ﹤0.01% | 1083 |
|
|
2024
Q4 | $23.7K | Hold |
284
| – | – | ﹤0.01% | 1004 |
|
|
2024
Q3 | $22.7K | Hold |
284
| – | – | ﹤0.01% | 998 |
|
|
2024
Q2 | $20.7K | Buy |
284
+5
| +2% | +$365 | ﹤0.01% | 994 |
|
|
2024
Q1 | $21.1K | Buy |
279
+41
| +17% | +$3.1K | ﹤0.01% | 949 |
|
|
2023
Q4 | $16.3K | Buy |
238
+236
| +11,800% | +$16.2K | ﹤0.01% | 967 |
|
|
2023
Q3 | $124 | Hold |
2
| – | – | ﹤0.01% | 1480 |
|
|
2023
Q2 | $125 | Hold |
2
| – | – | ﹤0.01% | 1451 |
|
|
2023
Q1 | $117 | Hold |
2
| – | – | ﹤0.01% | 1378 |
|
|
2022
Q4 | $114 | Hold |
2
| – | – | ﹤0.01% | 1283 |
|
|
2022
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 1360 |
|
|
2022
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 1385 |
|
|
2022
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1350 |
|