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Gladstone Institutional Advisory’s WisdomTree US Value Fund WTV Stock Holding History

Gladstone Institutional Advisory’s Portfolio WTV Stock Details WTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$320K Sell
3,699
-1,266
-25% -$109K 0.01% 593
2025
Q1 		$408K Buy
+4,965
New +$408K 0.02% 519