Valtinson Bruner Financial Planning’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
2023 Q2	–	Sell	-3,811	Closed	-$223K	–	118
2023 Q1	$223K	Sell	3,811 -331	-8%	-$19.4K	0.13%	107
2022 Q4	$249K	Buy	+4,142	New	+$249K	0.14%	102