J.P. Morgan Private Wealth 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
2023
Q3
$245K Buy
2023
Q2
$247K Buy
2023
Q1
$231K Buy
2022
Q4
$224K Buy
2022
Q3
Sell
2022
Q2
$205K Buy