M Holdings Securities’s WisdomTree US Value Fund WTV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $340K | Hold |
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|
2023
Q1 | $319K | Hold |
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|
2022
Q4 | $310K | Hold |
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|
2022
Q3 | $277K | Hold |
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|
2022
Q2 | $288K | Hold |
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|
2022
Q1 | $335K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $306K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $230K | Hold |
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|
2018
Q4 | $202K | Hold |
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|
2018
Q3 | $237K | Hold |
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|
2018
Q2 | $224K | Hold |
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|
2018
Q1 | $219K | Hold |
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|
2017
Q4 | $224K | Hold |
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|
2017
Q3 | $206K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $166K | Sell |
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|
2014
Q2 | $241K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $226K | Buy |
|