Ridgewood Investments’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 | $101K | Hold |
1,164
| – | – | 0.04% | 255 |
|
|
2025
Q1 | $95.6K | Hold |
1,164
| – | – | 0.04% | 249 |
|
|
2024
Q4 | $97.3K | Hold |
1,164
| – | – | 0.05% | 238 |
|
|
2024
Q3 | $93.1K | Sell |
1,164
-110
| -9% | -$8.8K | 0.05% | 242 |
|
|
2024
Q2 | $93K | Buy |
+1,274
| New | +$93K | 0.05% | 248 |
|
|
2023
Q3 | – | Sell |
-1,274
| Closed | -$79.7K | – | 786 |
|
|
2023
Q2 | $79.7K | Hold |
1,274
| – | – | 0.05% | 265 |
|
|
2023
Q1 | $74.7K | Buy |
+1,274
| New | +$74.7K | 0.05% | 280 |
|