Northwestern Mutual 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 | $26.6M | Buy |
307,697
+218,785
| +246% | +$18.9M | 0.02% | 338 |
|
|
2025
Q1 | $7.31M | Buy |
88,912
+85,553
| +2,547% | +$7.03M | 0.01% | 551 |
|
|
2024
Q4 | $281K | Buy |
3,359
+3,214
| +2,217% | +$269K | ﹤0.01% | 1516 |
|
|
2024
Q3 | $11.6K | Buy |
145
+67
| +86% | +$5.36K | ﹤0.01% | 2635 |
|
|
2024
Q2 | $5.69K | Buy |
+78
| New | +$5.69K | ﹤0.01% | 2828 |
|
|
2017
Q3 | – | Sell |
-400
| Closed | -$15K | – | 2280 |
|
|
2017
Q2 | $15K | Buy |
+400
| New | +$15K | ﹤0.01% | 1488 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 2443 |
|