Abound Wealth Management’s WisdomTree WT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$251 Hold
2025
Q2
$208 Sell
2025
Q1
$179 Hold
2024
Q4
$210 Hold
2024
Q3
$200 Sell
2024
Q2
$387 Hold
2024
Q1
$359 Sell
2023
Q4
$458 Hold
2023
Q3
$462 Hold
2023
Q2
$453 Buy