Private Wealth Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $13.6M | Buy |
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|
2024
Q1 | $13.8M | Buy |
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|
2023
Q4 | $12.4M | Buy |
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|
2023
Q3 | $11.1M | Buy |
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|
2023
Q2 | $11.2M | Buy |
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|
2023
Q1 | $10.4M | Buy |
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|
2022
Q4 | $9.96M | Buy |
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|
2022
Q3 | $8.67M | Buy |
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|
2022
Q2 | $8.94M | Buy |
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|
2022
Q1 | $10.1M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $8.67M | Buy |
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|
2019
Q4 | $12.6M | Buy |
|