Morton Brown Family 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 | $14.2K | Hold |
164
| – | – | ﹤0.01% | 169 |
|
|
2025
Q1 | $13.5K | Hold |
164
| – | – | ﹤0.01% | 173 |
|
|
2024
Q4 | $13.7K | Hold |
164
| – | – | ﹤0.01% | 158 |
|
|
2024
Q3 | $13.1K | Hold |
164
| – | – | ﹤0.01% | 151 |
|
|
2024
Q2 | $12.3K | Hold |
164
| – | – | ﹤0.01% | 146 |
|
|
2024
Q1 | $12.4K | Buy |
+164
| New | +$12.4K | 0.01% | 144 |
|