Truist Financial’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 | $4.07M | Buy |
+47,103
| New | +$4.07M | 0.01% | 953 |
|
|
2022
Q1 | – | Sell |
-4,645
| Closed | -$294K | – | 2822 |
|
|
2021
Q4 | $294K | Sell |
4,645
-40,223
| -90% | -$2.55M | ﹤0.01% | 2340 |
|
|
2021
Q3 | $2.66M | Sell |
44,868
-220
| -0.5% | -$13.1K | ﹤0.01% | 1137 |
|
|
2021
Q2 | $2.7M | Buy |
+45,088
| New | +$2.7M | ﹤0.01% | 1135 |
|