O'Brien Greene & Co’s WisdomTree US Value Fund WTV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $446K | Hold |
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|
2025
Q2 | $423K | Hold |
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|
2025
Q1 | $403K | Buy |
|
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|
2024
Q4 | $384K | Hold |
|
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|
2024
Q3 | $368K | Hold |
|
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|
2024
Q2 | $336K | Hold |
|
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|
2024
Q1 | $348K | Buy |
|
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|
2023
Q4 | $308K | Hold |
|
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|
2023
Q3 | $278K | Hold |
|
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|
2023
Q2 | $281K | Hold |
|
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|
2023
Q1 | $264K | Hold |
|
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|
2022
Q4 | $257K | Sell |
|
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|
2022
Q3 | $689K | Buy |
|
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|
2022
Q2 | $239K | Hold |
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|
2022
Q1 | $277K | Hold |
|
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|
2021
Q4 | $285K | Buy |
|