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Mutual Advisors’s WisdomTree US Value Fund WTV Stock Holding History

Mutual Advisors’s Portfolio WTV Stock Details WTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$467K Buy
5,243
+1,406
+37% +$125K 0.01% 813
2025
Q1 		$303K Buy
+3,837
New +$303K 0.01% 906