Kovack Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-51,992
| Closed | -$3.79M | – | 622 |
|
|
2024
Q2 | $3.79M | Buy |
51,992
+1,531
| +3% | +$112K | 0.42% | 44 |
|
|
2024
Q1 | $3.82M | Buy |
50,461
+232
| +0.5% | +$17.5K | 0.46% | 40 |
|
|
2023
Q4 | $3.44M | Buy |
50,229
+22,083
| +78% | +$1.51M | 0.41% | 39 |
|
|
2023
Q3 | $1.74M | Buy |
+28,146
| New | +$1.74M | 0.24% | 92 |
|