Foresight Capital Management Advisors’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
Q1
Sell
-10,874
Closed -$909K 96
2024
Q4
$909K Sell
10,874
-987
-8% -$82.5K 0.53% 46
2024
Q3
$949K Buy
11,861
+1,627
+16% +$130K 0.56% 46
2024
Q2
$747K Sell
10,234
-189
-2% -$13.8K 0.51% 47
2024
Q1
$788K Buy
+10,423
New +$788K 0.6% 45