Stratos Wealth Partners’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 | $3.11M | Sell |
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|
2025
Q1 | $2.97M | Buy |
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|
2024
Q4 | $1.66M | Buy |
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|
2024
Q3 | $1.44M | Buy |
|
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|
2024
Q2 | $1.11M | Buy |
|
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|
2024
Q1 | $1.1M | Buy |
|
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|
2023
Q4 | $998K | Sell |
|
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|
2023
Q3 | $994K | Buy |
|
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|
2023
Q2 | $998K | Buy |
|
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|
2023
Q1 | $720K | Sell |
|
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|
2022
Q4 | $877K | Sell |
|
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|
2022
Q3 | $843K | Sell |
|
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|
2022
Q2 | $1.01M | Sell |
|
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|
2022
Q1 | $1.18M | Buy |
|
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|
2021
Q4 | $1.17M | Buy |
|
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|
2021
Q3 | $1.08M | Buy |
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|
2021
Q2 | $970K | Buy |
|