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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $117 | Sell |
|
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|
2025
Q4 | $220 | Hold |
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|
2025
Q3 | $251 | Hold |
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|
2025
Q2 | $208 | Sell |
|
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|
2025
Q1 | $179 | Hold |
|
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|
2024
Q4 | $210 | Hold |
|
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|
2024
Q3 | $200 | Sell |
|
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|
2024
Q2 | $387 | Hold |
|
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|
2024
Q1 | $359 | Sell |
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|
2023
Q4 | $458 | Hold |
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|
2023
Q3 | $462 | Hold |
|
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|
2023
Q2 | $453 | Buy |
|