Global Retirement Partners’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	$6.62M	Buy	+76,666	New	+$6.62M	0.16%	116
2024 Q4	$5.52M	Buy	+66,071	New	+$5.52M	0.16%	123