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Signature Estate & Investment Advisors’s WisdomTree US Value Fund WTV Stock Holding History

Signature Estate & Investment Advisors’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 		$627K Buy
7,263
+282
+4% +$24.4K 0.01% 316
2025
Q1 		$574K Buy
6,981
+3,278
+89% +$269K 0.02% 311
2024
Q4 		$310K Buy
+3,703
New +$310K 0.01% 414