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Thoroughbred Financial Services’s WisdomTree US Value Fund WTV Stock Holding History

Thoroughbred Financial Services’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 		$1.02M Buy
11,833
+5,747
+94% +$496K 0.07% 266
2025
Q1 		$500K Hold
6,086
– – 0.03% 421
2024
Q4 		$508K Buy
+6,086
New +$508K 0.03% 397