Kestra Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $18M | Sell |
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|
2025
Q2 | $18.6M | Sell |
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|
2025
Q1 | $18.8M | Buy |
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|
2024
Q4 | $9.38M | Buy |
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|
2024
Q3 | $5.11M | Sell |
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|
2024
Q2 | $6.19M | Buy |
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|
2024
Q1 | $3.91M | Buy |
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|
2023
Q4 | $1.82M | Buy |
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|
2023
Q3 | $1.14M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $15.3M | Buy |
|