ORG Partners’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
$262K Sell
3,014
-99
-3% -$8.62K 0.06% 272
2025
Q1
$256K Buy
3,113
+2,650
+572% +$218K 0.06% 232
2024
Q4
$38.7K Buy
+463
New +$38.7K 0.01% 614