Horizon Wealth Management’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	–	Sell	-3,305	Closed	-$272K	–	116
2025 Q1	$272K	Sell	3,305 -329,620	-99%	-$27.1M	0.05%	81
2024 Q4	$27.8M	Buy	+332,925	New	+$27.8M	4.84%	6