IFP Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Buy |
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|
2025
Q1 | $371K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $0 | Hold |
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|
2021
Q1 | $0 | Hold |
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|
2020
Q4 | $0 | Hold |
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|
2020
Q3 | $0 | Hold |
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|
2020
Q2 | $0 | Hold |
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|
2020
Q1 | $0 | Hold |
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|
2019
Q4 | $0 | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $13K | Hold |
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|
2018
Q3 | $15K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $18K | Hold |
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|
2016
Q4 | $17K | Hold |
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|
2016
Q3 | $16K | Buy |
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