Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $16K | Hold |
194
| – | – | 0.01% | 315 |
|
|
2024
Q3 | $15K | Hold |
194
| – | – | ﹤0.01% | 754 |
|
|
2024
Q2 | $14K | Hold |
194
| – | – | ﹤0.01% | 758 |
|
|
2024
Q1 | $14.7K | Hold |
194
| – | – | ﹤0.01% | 731 |
|
|
2023
Q4 | $13K | Hold |
194
| – | – | ﹤0.01% | 718 |
|
|
2023
Q3 | $12K | Buy |
+194
| New | +$12K | ﹤0.01% | 748 |
|
|
2023
Q1 | $11K | Buy |
+194
| New | +$11K | ﹤0.01% | 794 |
|
|
2022
Q4 | – | Sell |
-194
| Closed | -$9K | – | 1174 |
|
|
2022
Q3 | $9K | Buy |
+194
| New | +$9K | ﹤0.01% | 767 |
|