IFG Advisory’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
$3.18M Buy
36,758
+3,675
+11% +$318K 0.16% 165
2025
Q1
$2.72M Buy
+33,083
New +$2.72M 0.15% 171