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Integrated Wealth Concepts’s WisdomTree US Value Fund WTV Stock Holding History

Integrated Wealth Concepts’s Portfolio WTV Stock Details WTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$755K Sell
8,743
-287
-3% -$24.8K 0.01% 1059
2025
Q1 		$742K Buy
9,030
+5,003
+124% +$411K 0.01% 963
2024
Q4 		$337K Buy
+4,027
New +$337K ﹤0.01% 1306