Geneos Wealth 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 | $4.46M | Buy |
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|
2025
Q2 | $4.09M | Sell |
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|
2025
Q1 | $7.95M | Buy |
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|
2024
Q4 | $60.6K | Hold |
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|
2024
Q3 | $58K | Hold |
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|
2024
Q2 | $52.9K | Sell |
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|
2024
Q1 | $60.5K | Hold |
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|
2023
Q4 | $54.8K | Hold |
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|
2023
Q3 | $49.4K | Hold |
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|
2023
Q2 | $50K | Hold |
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|
2023
Q1 | $46.9K | Hold |
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|
2022
Q4 | $45.6K | Hold |
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|
2022
Q3 | $40K | Hold |
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|
2022
Q2 | $43K | Hold |
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|
2022
Q1 | $49K | Hold |
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|
2021
Q4 | $50K | Hold |
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|
2021
Q3 | $47K | Hold |
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|
2021
Q2 | $48K | Sell |
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|
2021
Q1 | $49K | Hold |
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|
2020
Q4 | $45K | Buy |
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|
2020
Q3 | $32K | Buy |
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