Janney Montgomery Scott
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Janney Montgomery Scott’s WisdomTree US Value Fund WTV Stock Holding History

Janney Montgomery Scott’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 		$389K Buy
+4,504
New +$389K ﹤0.01% 2182
2017
Q2 		– Sell
-15,706
Closed -$552K – 1815
2017
Q1 		$552K Sell
15,706
-207,150
-93% -$7.28M 0.01% 1110
2016
Q4 		$7.54M Buy
+222,856
New +$7.54M 0.11% 207