Great Valley Advisor Group’s WisdomTree US Value Fund WTV Stock Holding History

Great Valley Advisor Group’s Portfolio WTV Stock Details WTV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$785K	Buy
2025 Q4	$283K	Sell
2025 Q3	$331K	Sell
2025 Q2	$337K	Buy
2025 Q1	$315K	Buy
2022 Q4	–	Sell
2022 Q3	$764K	Buy