Dynamic Advisor Solutions’s WisdomTree US Value Fund WTV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,112
| Closed | -$234K | – | 810 |
|
|
2022
Q4 | $234K | Sell |
4,112
-1,632
| -28% | -$93.1K | 0.02% | 621 |
|
|
2022
Q3 | $293K | Sell |
5,744
-63
| -1% | -$3.21K | 0.02% | 534 |
|
|
2022
Q2 | $308K | Sell |
5,807
-9,716
| -63% | -$515K | 0.02% | 522 |
|
|
2022
Q1 | $956K | Buy |
+15,523
| New | +$956K | 0.07% | 279 |
|