Stifel Financial’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
Q2 | $15.3M | Sell |
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|
2025
Q1 | $26.9M | Buy |
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|
2024
Q4 | $3.65M | Sell |
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|
2024
Q3 | $3.52M | Buy |
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|
2024
Q2 | $3.04M | Sell |
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|
2024
Q1 | $3.32M | Buy |
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|
2023
Q4 | $2.97M | Sell |
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|
2023
Q3 | $3.33M | Buy |
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|
2023
Q2 | $3.33M | Buy |
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|
2023
Q1 | $2.77M | Buy |
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|
2022
Q4 | $1.94M | Buy |
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|
2022
Q3 | $1.74M | Sell |
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|
2022
Q2 | $1.91M | Buy |
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|
2022
Q1 | $2.21M | Buy |
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|
2021
Q4 | $2.18M | Sell |
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|
2021
Q3 | $2.11M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $451K | Buy |
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|
2016
Q3 | $305K | Buy |
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|
2016
Q2 | $251K | Buy |
|