Modern Wealth Management’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	$5.69M	Buy	65,876 +3,362	+5%	+$290K	0.14%	146
2025 Q1	$5.14M	Buy	62,514 +313	+0.5%	+$25.7K	0.16%	120
2024 Q4	$5.2M	Sell	62,201 -6,626	-10%	-$554K	0.19%	105
2024 Q3	$5.51M	Buy	+68,827	New	+$5.51M	0.34%	57