Patriot Financial Group Insurance Agency’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 | – | Sell |
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|
2025
Q2 | $299K | Buy |
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|
2025
Q1 | $274K | Buy |
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|
2024
Q4 | $277K | Buy |
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|
2024
Q3 | $265K | Buy |
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|
2024
Q2 | $217K | Sell |
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|
2024
Q1 | $234K | Buy |
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|
2023
Q4 | $212K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $172K | Buy |
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|
2022
Q1 | $186K | Buy |
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|
2021
Q4 | $182K | Sell |
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|
2021
Q3 | $175K | Sell |
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|
2021
Q2 | $195K | Hold |
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|
2021
Q1 | $184K | Sell |
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|
2020
Q4 | $193K | Sell |
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|
2020
Q3 | $178K | Sell |
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|
2020
Q2 | $191K | Sell |
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|
2020
Q1 | $230K | Sell |
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|
2019
Q4 | $367K | Buy |
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|
2019
Q3 | $154K | Buy |
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|
2019
Q2 | $5K | Buy |
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