Leslie Global Wealth’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	$6.7M	Sell	77,597 -820	-1%	-$70.8K	3.58%	6
2025 Q1	$6.44M	Buy	78,417 +425	+0.5%	+$34.9K	3.14%	10
2024 Q4	$6.52M	Buy	77,992 +11,033	+16%	+$922K	3.03%	11
2024 Q3	$5.36M	Sell	66,959 -3,257	-5%	-$261K	2.6%	15
2024 Q2	$5.13M	Buy	+70,216	New	+$5.13M	2.99%	13