Good Life 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
Q2 | $921K | Buy |
10,656
+1,550
| +17% | +$134K | 0.06% | 212 |
|
|
2025
Q1 | $748K | Buy |
9,106
+125
| +1% | +$10.3K | 0.05% | 231 |
|
|
2024
Q4 | $751K | Sell |
8,981
-208
| -2% | -$17.4K | 0.05% | 224 |
|
|
2024
Q3 | $735K | Sell |
9,189
-16
| -0.2% | -$1.28K | 0.05% | 269 |
|
|
2024
Q2 | $672K | Buy |
9,205
+100
| +1% | +$7.3K | 0.06% | 212 |
|
|
2024
Q1 | $688K | Buy |
9,105
+2,325
| +34% | +$176K | 0.06% | 198 |
|
|
2023
Q4 | $465K | Buy |
6,780
+3,408
| +101% | +$234K | 0.05% | 241 |
|
|
2023
Q3 | $208K | Buy |
+3,372
| New | +$208K | 0.02% | 376 |
|