RVW Wealth’s WisdomTree US Value Fund WTV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $866K | Sell |
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|
2025
Q2 | $823K | Sell |
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|
2025
Q1 | $787K | Hold |
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|
2024
Q4 | $801K | Sell |
|
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|
2024
Q3 | $788K | Sell |
|
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|
2024
Q2 | $722K | Sell |
|
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|
2024
Q1 | $2.04M | Sell |
|
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|
2023
Q4 | $1.87M | Hold |
|
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|
2023
Q3 | $1.69M | Sell |
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|
2023
Q2 | $1.71M | Buy |
|
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|
2023
Q1 | $1.6M | Hold |
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|
2022
Q4 | $1.56M | Sell |
|
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|
2022
Q3 | $1.41M | Hold |
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|
2022
Q2 | $1.46M | Sell |
|
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|
2022
Q1 | $1.7M | Hold |
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|
2021
Q4 | $1.75M | Sell |
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|
2021
Q3 | $2M | Sell |
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|
2021
Q2 | $2M | Sell |
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|
2021
Q1 | $2M | Sell |
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|
2020
Q4 | $1M | Sell |
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|
2020
Q3 | $1.22M | Sell |
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|
2020
Q2 | $1.38M | Sell |
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|
2020
Q1 | $6.97M | Buy |
|