Abound Wealth Management’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $208 | Sell |
18
-2
| -10% | -$23 | ﹤0.01% | 1026 |
|
|
2025
Q1 | $179 | Hold |
20
| – | – | ﹤0.01% | 1030 |
|
|
2024
Q4 | $210 | Hold |
20
| – | – | ﹤0.01% | 1043 |
|
|
2024
Q3 | $200 | Sell |
20
-19
| -49% | -$190 | ﹤0.01% | 1164 |
|
|
2024
Q2 | $387 | Hold |
39
| – | – | ﹤0.01% | 905 |
|
|
2024
Q1 | $359 | Sell |
39
-27
| -41% | -$249 | ﹤0.01% | 1049 |
|
|
2023
Q4 | $458 | Hold |
66
| – | – | ﹤0.01% | 952 |
|
|
2023
Q3 | $462 | Hold |
66
| – | – | ﹤0.01% | 831 |
|
|
2023
Q2 | $453 | Buy |
+66
| New | +$453 | ﹤0.01% | 876 |
|