IFG Advisory’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
2026
Q1
Sell
2025
Q4
$5.12M Buy
2025
Q3
$4.72M Buy
2025
Q2
$3.18M Buy
2025
Q1
$2.72M Buy