Financial Advocates Investment 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
Q2 | $743K | Sell |
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|
2025
Q1 | $828K | Sell |
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|
2024
Q4 | $929K | Sell |
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|
2024
Q3 | $1.06M | Sell |
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|
2024
Q2 | $1.02M | Sell |
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|
2024
Q1 | $1.24M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $276K | Buy |
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|
2018
Q4 | $242K | Sell |
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|
2018
Q3 | $347K | Buy |
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|
2018
Q2 | $287K | Sell |
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|
2018
Q1 | $295K | Buy |
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|
2017
Q4 | $301K | Buy |
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