NewEdge Advisors’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
$673K Buy
7,786
+973
+14% +$84.1K ﹤0.01% 1524
2025
Q1
$560K Buy
+6,813
New +$560K ﹤0.01% 1521
2023
Q1
Sell
-1,548
Closed -$88.3K 4188
2022
Q4
$88.3K Buy
+1,548
New +$88.3K ﹤0.01% 1488