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XY Planning Network’s WisdomTree US Value Fund WTV Stock Holding History

XY Planning Network’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 		$323K Buy
3,734
+217
+6% +$18.7K 0.11% 140
2025
Q1 		$289K Buy
+3,517
New +$289K 0.19% 79