UAG
WTV icon

United Advisor Group’s WisdomTree US Value Fund WTV Stock Holding History

United Advisor Group’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 		$543K Buy
6,280
+1,645
+35% +$142K 0.09% 209
2025
Q1 		$381K Buy
4,635
+2,151
+87% +$177K 0.08% 234
2024
Q4 		$208K Buy
+2,484
New +$208K 0.04% 351