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Tempus Wealth Planning’s WisdomTree US Value Fund WTV Stock Holding History

Tempus Wealth Planning’s Portfolio WTV Stock Details WTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-4,135
Closed -$340K – 278
2025
Q1 		$340K Sell
4,135
-14,000
-77% -$1.15M 0.1% 191
2024
Q4 		$1.52M Buy
+18,135
New +$1.52M 0.46% 57