Great Valley Advisor Group’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	$337K	Buy	3,902 +66	+2%	+$5.7K	0.01%	716
2025 Q1	$315K	Buy	+3,836	New	+$315K	0.01%	710
2022 Q4	–	Sell	-14,971	Closed	-$764K	–	733
2022 Q3	$764K	Buy	+14,971	New	+$764K	0.04%	350