JPMorgan Chase & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.2M | Buy |
129,660
+8,439
| +7% | +$729K | ﹤0.01% | 2132 |
|
|
2025
Q1 | $9.96M | Buy |
121,221
+10,448
| +9% | +$859K | ﹤0.01% | 2191 |
|
|
2024
Q4 | $9.26M | Buy |
110,773
+20,157
| +22% | +$1.68M | ﹤0.01% | 2293 |
|
|
2024
Q3 | $7.25M | Buy |
90,616
+3,648
| +4% | +$292K | ﹤0.01% | 2392 |
|
|
2024
Q2 | $6.35M | Buy |
86,968
+50,432
| +138% | +$3.68M | ﹤0.01% | 2383 |
|
|
2024
Q1 | $2.76M | Buy |
36,536
+30,900
| +548% | +$2.34M | ﹤0.01% | 2942 |
|
|
2023
Q4 | $386K | Buy |
+5,636
| New | +$386K | ﹤0.01% | 4047 |
|
|
2022
Q3 | – | Sell |
-574
| Closed | -$30K | – | 5852 |
|
|
2022
Q2 | $30K | Buy |
+574
| New | +$30K | ﹤0.01% | 4978 |
|