Financial Advocates Investment Management’s WisdomTree US Value Fund WTV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $743K | Sell |
8,600
-1,480
| -15% | -$128K | 0.06% | 275 |
|
|
2025
Q1 | $828K | Sell |
10,080
-1,035
| -9% | -$85K | 0.06% | 321 |
|
|
2024
Q4 | $929K | Sell |
11,115
-2,167
| -16% | -$181K | 0.05% | 316 |
|
|
2024
Q3 | $1.06M | Sell |
13,282
-737
| -5% | -$58.6K | 0.06% | 295 |
|
|
2024
Q2 | $1.02M | Sell |
14,019
-4,658
| -25% | -$340K | 0.06% | 287 |
|
|
2024
Q1 | $1.24M | Buy |
+18,677
| New | +$1.24M | 0.07% | 268 |
|
|
2019
Q2 | – | Sell |
-6,516
| Closed | -$276K | – | 486 |
|
|
2019
Q1 | $276K | Buy |
6,516
+2
| +0% | +$85 | 0.03% | 374 |
|
|
2018
Q4 | $242K | Sell |
6,514
-1,460
| -18% | -$54.2K | 0.03% | 378 |
|
|
2018
Q3 | $347K | Buy |
7,974
+972
| +14% | +$42.3K | 0.04% | 353 |
|
|
2018
Q2 | $287K | Sell |
7,002
-302
| -4% | -$12.4K | 0.03% | 379 |
|
|
2018
Q1 | $295K | Buy |
7,304
+4
| +0.1% | +$162 | 0.04% | 369 |
|
|
2017
Q4 | $301K | Buy |
+7,300
| New | +$301K | 0.04% | 358 |
|