Koshinski Asset Management’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 | $218K | Hold |
2,520
| – | – | 0.02% | 633 |
|
|
2025
Q1 | $207K | Hold |
2,520
| – | – | 0.02% | 598 |
|
|
2024
Q4 | $211M | Hold |
2,520
| – | – | 0.02% | 590 |
|
|
2024
Q3 | $202K | Buy |
+2,520
| New | +$202K | 0.02% | 607 |
|
|
2024
Q2 | – | Sell |
-3,970
| Closed | -$300K | – | 648 |
|
|
2024
Q1 | $300K | Sell |
3,970
-680
| -15% | -$51.4K | 0.03% | 435 |
|
|
2023
Q4 | $319K | Buy |
+4,650
| New | +$319K | 0.05% | 382 |
|
|
2022
Q2 | – | Sell |
-3,200
| Closed | -$197K | – | 1974 |
|
|
2022
Q1 | $197K | Hold |
3,200
| – | – | 0.02% | 585 |
|
|
2021
Q4 | $203K | Sell |
3,200
-1,320
| -29% | -$83.6K | 0.02% | 618 |
|
|
2021
Q3 | $268K | Buy |
+4,520
| New | +$268K | 0.02% | 533 |
|
|
2021
Q2 | – | Sell |
-4,520
| Closed | -$254K | – | 634 |
|
|
2021
Q1 | $254K | Hold |
4,520
| – | – | 0.03% | 518 |
|
|
2020
Q4 | $223K | Buy |
+4,520
| New | +$223K | 0.03% | 497 |
|
|
2020
Q1 | – | Sell |
-4,520
| Closed | -$214K | – | 531 |
|
|
2019
Q4 | $214K | Buy |
+4,520
| New | +$214K | 0.04% | 471 |
|