IFP Advisors’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 | $1.1M | Buy |
12,736
+8,214
| +182% | +$710K | 0.03% | 553 |
|
|
2025
Q1 | $371K | Buy |
+4,522
| New | +$371K | 0.01% | 884 |
|
|
2021
Q3 | – | Sell |
-8
| Closed | – | – | 4660 |
|
|
2021
Q2 | $0 | Hold |
8
| – | – | ﹤0.01% | 4458 |
|
|
2021
Q1 | $0 | Hold |
8
| – | – | ﹤0.01% | 4325 |
|
|
2020
Q4 | $0 | Hold |
8
| – | – | ﹤0.01% | 4134 |
|
|
2020
Q3 | $0 | Hold |
8
| – | – | ﹤0.01% | 3975 |
|
|
2020
Q2 | $0 | Hold |
8
| – | – | ﹤0.01% | 3796 |
|
|
2020
Q1 | $0 | Hold |
8
| – | – | ﹤0.01% | 3704 |
|
|
2019
Q4 | $0 | Buy |
+8
| New | – | ﹤0.01% | 3669 |
|
|
2019
Q1 | – | Sell |
-352
| Closed | -$13K | – | 3452 |
|
|
2018
Q4 | $13K | Hold |
352
| – | – | ﹤0.01% | 2344 |
|
|
2018
Q3 | $15K | Buy |
+352
| New | +$15K | ﹤0.01% | 2604 |
|
|
2017
Q2 | – | Sell |
-510
| Closed | -$18K | – | 4194 |
|
|
2017
Q1 | $18K | Hold |
510
| – | – | ﹤0.01% | 2550 |
|
|
2016
Q4 | $17K | Hold |
510
| – | – | ﹤0.01% | 2559 |
|
|
2016
Q3 | $16K | Buy |
+510
| New | +$16K | ﹤0.01% | 2533 |
|