Wealth Enhancement Advisory Services’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 | $382K | Buy |
4,359
+74
| +2% | +$6.49K | ﹤0.01% | 2416 |
|
|
2025
Q1 | $352K | Sell |
4,285
-835
| -16% | -$68.6K | ﹤0.01% | 2303 |
|
|
2024
Q4 | $428K | Buy |
5,120
+11
| +0.2% | +$919 | ﹤0.01% | 2085 |
|
|
2024
Q3 | $409K | Buy |
5,109
+12
| +0.2% | +$960 | ﹤0.01% | 1944 |
|
|
2024
Q2 | $372K | Buy |
5,097
+12
| +0.2% | +$876 | ﹤0.01% | 1830 |
|
|
2024
Q1 | $384K | Buy |
5,085
+303
| +6% | +$22.9K | ﹤0.01% | 1746 |
|
|
2023
Q4 | $328K | Buy |
+4,782
| New | +$328K | ﹤0.01% | 1754 |
|