HM Payson & Co’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
Q1 | – | Sell |
-100
| Closed | -$8.36K | – | 1089 |
|
|
2024
Q4 | $8.36K | Hold |
100
| – | – | ﹤0.01% | 856 |
|
|
2024
Q3 | $8K | Hold |
100
| – | – | ﹤0.01% | 860 |
|
|
2024
Q2 | $7.3K | Hold |
100
| – | – | ﹤0.01% | 866 |
|
|
2024
Q1 | $7.56K | Hold |
100
| – | – | ﹤0.01% | 847 |
|
|
2023
Q4 | $6.85K | Hold |
100
| – | – | ﹤0.01% | 843 |
|
|
2023
Q3 | $6.18K | Hold |
100
| – | – | ﹤0.01% | 864 |
|
|
2023
Q2 | $6.26K | Hold |
100
| – | – | ﹤0.01% | 839 |
|
|
2023
Q1 | $5.86K | Buy |
+100
| New | +$5.86K | ﹤0.01% | 843 |
|