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Willner & Heller’s WisdomTree US Value Fund WTV Stock Holding History

Willner & Heller’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 		$244K Buy
2,819
+181
+7% +$15.6K 0.21% 136
2025
Q1 		$217K Sell
2,638
-5
-0.2% -$411 0.2% 142
2024
Q4 		$221K Buy
+2,643
New +$221K 0.19% 143