Rockefeller Capital Management
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Rockefeller Capital Management’s WisdomTree US Value Fund WTV Stock Holding History

Rockefeller Capital Management’s Portfolio WTV Stock Details WTV Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$123K Buy
2023
Q3 		– Sell
2023
Q2 		$362K Sell
2023
Q1 		$1.18M Sell
2022
Q4 		$1.24M Sell
2022
Q3 		$1.22M Sell
2022
Q2 		$1.57M Sell
2022
Q1 		$1.85M Sell
2021
Q4 		$2.03M Buy