Team Financial Group’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 | $8.86M | Buy |
102,598
+5,666
| +6% | +$490K | 4.36% | 7 |
|
|
2025
Q1 | $7.96M | Sell |
96,932
-1,783
| -2% | -$147K | 4.6% | 7 |
|
|
2024
Q4 | $8.25M | Buy |
98,715
+697
| +0.7% | +$58.3K | 4.73% | 7 |
|
|
2024
Q3 | $7.84M | Buy |
98,018
+2,500
| +3% | +$200K | 4.66% | 7 |
|
|
2024
Q2 | $6.97M | Buy |
95,518
+4,465
| +5% | +$326K | 4.48% | 7 |
|
|
2024
Q1 | $6.88M | Buy |
91,053
+1,991
| +2% | +$151K | 4.63% | 7 |
|
|
2023
Q4 | $6.1M | Buy |
89,062
+4,455
| +5% | +$305K | 4.38% | 8 |
|
|
2023
Q3 | $5.23M | Buy |
+84,607
| New | +$5.23M | 4.32% | 9 |
|