RFG Advisory’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
$1.17M Buy
13,556
+1,466
+12% +$127K 0.03% 408
2025
Q1
$993K Buy
+12,090
New +$993K 0.03% 404