Envestnet Asset Management’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 | $172M | Buy |
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|
2025
Q2 | $154M | Buy |
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|
2025
Q1 | $10.8M | Buy |
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|
2024
Q4 | $4.19M | Sell |
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|
2024
Q3 | $5.03M | Sell |
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|
2024
Q2 | $8.1M | Sell |
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|
2024
Q1 | $8.73M | Buy |
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|
2023
Q4 | $656K | Buy |
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|
2023
Q3 | $318K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $270K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $120K | Sell |
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|
2017
Q1 | $236K | Sell |
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|
2016
Q4 | $2.66M | Sell |
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|
2016
Q3 | $2.62M | Sell |
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|
2016
Q2 | $2.62M | Buy |
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|
2016
Q1 | $1.68M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $26K | Buy |
|