Private Trust Company’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 | $249K | Sell |
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|
2025
Q2 | $320K | Buy |
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|
2025
Q1 | $277K | Sell |
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|
2024
Q4 | $315K | Buy |
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|
2024
Q3 | $165K | Buy |
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|
2024
Q2 | $84.3K | Hold |
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|
2024
Q1 | $87.3K | Sell |
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|
2023
Q4 | $84.5K | Sell |
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|
2023
Q3 | $127K | Buy |
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|
2023
Q2 | $107K | Buy |
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|
2023
Q1 | $97K | Sell |
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|
2022
Q4 | $96K | Buy |
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