Raymond James Financial Services Advisors’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
Q3 | $19.4M | Buy |
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|
2024
Q2 | $17.5M | Sell |
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|
2024
Q1 | $18.2M | Buy |
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|
2023
Q4 | $16.4M | Sell |
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|
2023
Q3 | $15.4M | Sell |
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|
2023
Q2 | $15.9M | Sell |
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|
2023
Q1 | $14.9M | Sell |
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|
2022
Q4 | $14.7M | Sell |
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|
2022
Q3 | $14.4M | Buy |
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|
2022
Q2 | $14.7M | Sell |
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|
2022
Q1 | $17.3M | Sell |
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|
2021
Q4 | $17.9M | Buy |
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|
2021
Q3 | $15.3M | Buy |
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|
2021
Q2 | $12.2M | Buy |
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|
2021
Q1 | $11.2M | Buy |
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|
2020
Q4 | $855K | Buy |
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|
2020
Q3 | $313K | Buy |
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|
2020
Q2 | $220K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $218K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $296K | Sell |
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|
2016
Q3 | $286K | Sell |
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|
2016
Q2 | $476K | Buy |
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