Laurel Wealth Advisors (California)’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
2022
Q1
Sell
-19,544
Closed -$1.24M 811
2021
Q4
$1.24M Buy
19,544
+568
+3% +$36K 0.1% 219
2021
Q3
$1.13M Buy
18,976
+4,952
+35% +$294K 0.21% 117
2021
Q2
$838K Buy
14,024
+4,392
+46% +$262K 0.11% 196
2021
Q1
$542K Buy
+9,632
New +$542K 0.08% 243