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Solano Wealth Investment Advisors’s WisdomTree US Value Fund WTV Stock Holding History

Solano Wealth 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 		$1.18M Sell
13,694
-10,090
-42% -$872K 0.61% 21
2025
Q1 		$1.95M Sell
23,784
-74,146
-76% -$6.09M 1.21% 17
2024
Q4 		$8.18M Buy
+97,930
New +$8.18M 4.92% 11