Legacy Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.2M | Buy |
222,048
+4,748
| +2% | +$410K | 3% | 5 |
|
|
2025
Q1 | $17.9M | Sell |
217,300
-154
| -0.1% | -$12.7K | 2.99% | 6 |
|
|
2024
Q4 | $18.2M | Sell |
217,454
-116
| -0.1% | -$9.7K | 3% | 6 |
|
|
2024
Q3 | $17.4M | Buy |
217,570
+7,073
| +3% | +$566K | 2.92% | 6 |
|
|
2024
Q2 | $15.4M | Buy |
210,497
+21,057
| +11% | +$1.54M | 2.74% | 9 |
|
|
2024
Q1 | $14.3M | Buy |
+189,440
| New | +$14.3M | 2.57% | 8 |
|