Equitable Holdings’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
Q2
$2.91M Buy
2025
Q1
$1.9M Buy
2024
Q4
$1.5M Sell
2024
Q3
$1.78M Buy
2024
Q2
$1.61M Buy
2024
Q1
$1.1M Buy
2023
Q4
$959K Buy
2023
Q3
$750K Buy
2023
Q2
$413K Sell
2023
Q1
$408K Buy