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Walled Lake Planning & Wealth Management’s WisdomTree US Value Fund WTV Stock Holding History

Walled Lake Planning & Wealth Management’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 		$622K Buy
7,201
+2,866
+66% +$248K 0.2% 61
2025
Q1 		$356K Buy
+4,335
New +$356K 0.13% 87