J.P. Morgan Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $245K | Buy |
3,971
+16
| +0.4% | +$988 | ﹤0.01% | 1562 |
|
|
2023
Q2 | $247K | Buy |
3,955
+19
| +0.5% | +$1.19K | ﹤0.01% | 1319 |
|
|
2023
Q1 | $231K | Buy |
3,936
+13
| +0.3% | +$762 | ﹤0.01% | 1776 |
|
|
2022
Q4 | $224K | Buy |
+3,923
| New | +$224K | ﹤0.01% | 1773 |
|
|
2022
Q3 | – | Sell |
-3,877
| Closed | -$205K | – | 1988 |
|
|
2022
Q2 | $205K | Buy |
+3,877
| New | +$205K | ﹤0.01% | 1815 |
|