PWA
WTV icon

PCG Wealth Advisors’s WisdomTree US Value Fund WTV Stock Holding History

PCG Wealth Advisors’s Portfolio WTV Stock Details WTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$860K Buy
9,950
+902
+10% +$77.9K 0.44% 49
2025
Q1 		$743K Buy
+9,048
New +$743K 0.26% 76