Harbour Investments’s WisdomTree US Value Fund WTV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.37M Buy
2025
Q1
$1.21M Buy
2024
Q4
$48.4K Buy
2024
Q3
$40K Hold
2024
Q2
$36.5K Hold
2024
Q1
$37.8K Hold
2023
Q4
$34.3K Hold
2023
Q3
$30.9K Buy
2023
Q2
$6.25K Hold
2023
Q1
$5.86K Hold
2022
Q4
$5.7K Hold
2022
Q3
$5K Hold
2022
Q2
$5K Buy
2021
Q4
$6K Hold
2021
Q3
$6K Hold
2021
Q2
$6K Buy