Dynamic Advisor Solutions’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
Q4
$271K Buy
2023
Q1
Sell
2022
Q4
$234K Sell
2022
Q3
$293K Sell
2022
Q2
$308K Sell
2022
Q1
$956K Buy