Voya Financial Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-4,372
| Closed | -$247K | – | 624 |
|
2021
Q1 | $247K | Buy |
+4,372
| New | +$247K | 0.01% | 587 |
|
2020
Q2 | – | Sell |
-18,424
| Closed | -$610K | – | 630 |
|
2020
Q1 | $610K | Sell |
18,424
-2,846
| -13% | -$94.2K | 0.03% | 308 |
|
2019
Q4 | $1.01M | Buy |
21,270
+14,720
| +225% | +$696K | 0.05% | 269 |
|
2019
Q3 | $284K | Buy |
+6,550
| New | +$284K | 0.02% | 503 |
|