RA
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Ruggaard & Associates’s WisdomTree US Value Fund WTV Stock Holding History

Ruggaard & Associates’s Portfolio WTV Stock Details WTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$7.31M Sell
84,648
-5,655
-6% -$489K 2.94% 14
2025
Q1 		$7.42M Buy
+90,303
New +$7.42M 3.25% 12