Regal Investment Advisors’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	$289K	Sell	3,342 -260	-7%	-$22.5K	0.02%	432
2025 Q1	$296K	Sell	3,602 -225	-6%	-$18.5K	0.02%	404
2024 Q4	$320K	Buy	3,827 +15	+0.4%	+$1.25K	0.02%	395
2024 Q3	$305K	Buy	+3,812	New	+$305K	0.02%	446