Advisor Group’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | $5K | Sell |
1,047
-2,089
| -67% | -$9.98K | ﹤0.01% | 4648 |
|
2019
Q3 | $16K | Sell |
3,136
-109
| -3% | -$556 | ﹤0.01% | 4092 |
|
2019
Q2 | $20K | Sell |
3,245
-2,199
| -40% | -$13.6K | ﹤0.01% | 3975 |
|
2019
Q1 | $40K | Buy |
5,444
+11
| +0.2% | +$81 | ﹤0.01% | 3531 |
|
2018
Q4 | $36K | Sell |
5,433
-6,270
| -54% | -$41.5K | ﹤0.01% | 3420 |
|
2018
Q3 | $100K | Sell |
11,703
-17,129
| -59% | -$146K | ﹤0.01% | 2754 |
|
2018
Q2 | $262K | Buy |
28,832
+2,385
| +9% | +$21.7K | ﹤0.01% | 1776 |
|
2018
Q1 | $242K | Buy |
26,447
+13,668
| +107% | +$125K | ﹤0.01% | 1833 |
|
2017
Q4 | $160K | Buy |
12,779
+17
| +0.1% | +$213 | ﹤0.01% | 2180 |
|
2017
Q3 | $130K | Sell |
12,762
-2,621
| -17% | -$26.7K | ﹤0.01% | 2188 |
|
2017
Q2 | $157K | Buy |
15,383
+1,700
| +12% | +$17.4K | ﹤0.01% | 1959 |
|
2017
Q1 | $124K | Buy |
13,683
+382
| +3% | +$3.46K | ﹤0.01% | 2020 |
|
2016
Q4 | $148K | Buy |
13,301
+4,975
| +60% | +$55.4K | ﹤0.01% | 1787 |
|
2016
Q3 | $85K | Buy |
8,326
+3,809
| +84% | +$38.9K | ﹤0.01% | 2119 |
|
2016
Q2 | $43K | Buy |
+4,517
| New | +$43K | ﹤0.01% | 2541 |
|