Synergy Investment Management’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	–	Sell	-318	Closed	-$26.1K	–	576
2025 Q1	$26.1K	Hold	318	–	–	0.01%	285
2024 Q4	$26.6K	Buy	+318	New	+$26.6K	0.01%	296