Steward Partners Investment Advisory’s WisdomTree US Value Fund WTV Stock Holding History

Steward Partners Investment Advisory’s Portfolio WTV Stock Details WTV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$4.31M	Buy
2025 Q2	$3.79M	Sell
2025 Q1	$4.36M	Buy
2024 Q4	$3.83M	Buy
2023 Q1	–	Sell
2022 Q4	$1.03K	Buy
2022 Q2	–	Sell
2022 Q1	$3K	Hold
2021 Q4	$3K	Buy