Orion Portfolio Solutions’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
Q1
$3.73M Sell
45,368
-13
-0% -$1.07K 0.04% 442
2024
Q4
$3.79M Buy
45,381
+3,899
+9% +$326K 0.04% 408
2024
Q3
$3.32M Sell
41,482
-2,272
-5% -$182K 0.03% 457
2024
Q2
$3.19M Buy
+43,754
New +$3.19M 0.03% 450