IFWM
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Institute for Wealth Management’s WisdomTree US Value Fund WTV Stock Holding History

Institute for Wealth Management’s Portfolio WTV Stock Details WTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-800
Closed -$38K – 675
2019
Q4 		$38K Buy
+800
New +$38K 0.01% 523