Osaic Holdings’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 | $113M | Buy |
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|
2025
Q2 | $104M | Buy |
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|
2025
Q1 | $7.02M | Buy |
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|
2024
Q4 | $1.53M | Buy |
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|
2024
Q3 | $1.37M | Sell |
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|
2024
Q2 | $1.3M | Sell |
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|
2024
Q1 | $1.87M | Sell |
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|
2023
Q4 | $2.16M | Buy |
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|
2023
Q3 | $1.36M | Buy |
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|
2023
Q2 | $705K | Sell |
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|
2023
Q1 | $918K | Buy |
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|
2022
Q4 | $639K | Sell |
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|
2022
Q3 | $592K | Buy |
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|
2022
Q2 | $613K | Sell |
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|
2022
Q1 | $4.99M | Buy |
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|
2021
Q4 | $5.04M | Buy |
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|
2021
Q3 | $4.49M | Buy |
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|
2021
Q2 | $279K | Buy |
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|
2021
Q1 | $234K | Buy |
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|
2020
Q4 | $78K | Sell |
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|
2020
Q3 | $228K | Sell |
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|
2020
Q2 | $218K | Sell |
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|
2020
Q1 | $190K | Buy |
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