HM Payson & Co’s WisdomTree US Value Fund WTV Stock Holding History

HM Payson & Co’s Portfolio WTV Stock Details WTV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$8.36K	Hold
2024 Q3	$8K	Hold
2024 Q2	$7.3K	Hold
2024 Q1	$7.56K	Hold
2023 Q4	$6.85K	Hold
2023 Q3	$6.18K	Hold
2023 Q2	$6.26K	Hold
2023 Q1	$5.86K	Buy