PMG Wealth Management’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	$3.03M	Buy	35,043 +3,827	+12%	+$331K	2.5%	13
2025 Q1	$2.57M	Sell	31,216 -36	-0.1%	-$2.96K	2.72%	12
2024 Q4	$2.61M	Buy	+31,252	New	+$2.61M	2.38%	16