Steward Partners Investment Advisory’s WisdomTree US Value Fund WTV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.79M | Sell |
43,853
-9,210
| -17% | -$796K | 0.03% | 498 |
|
|
2025
Q1 | $4.36M | Buy |
53,063
+7,243
| +16% | +$595K | 0.04% | 438 |
|
|
2024
Q4 | $3.83M | Buy |
+45,820
| New | +$3.83M | 0.03% | 451 |
|
|
2023
Q1 | – | Sell |
-18
| Closed | -$1.03K | – | 3430 |
|
|
2022
Q4 | $1.03K | Buy |
+18
| New | +$1.03K | ﹤0.01% | 3121 |
|
|
2022
Q2 | – | Sell |
-50
| Closed | -$3K | – | 3392 |
|
|
2022
Q1 | $3K | Hold |
50
| – | – | ﹤0.01% | 3048 |
|
|
2021
Q4 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 2978 |
|