Advisory Services Network’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-54,377
| Closed | -$539K | – | 1737 |
|
2024
Q3 | $539K | Hold |
54,377
| – | – | 0.01% | 961 |
|
2024
Q2 | $539K | Sell |
54,377
-627
| -1% | -$6.21K | 0.01% | 961 |
|
2024
Q1 | $505K | Sell |
55,004
-603
| -1% | -$5.54K | 0.01% | 957 |
|
2023
Q4 | $385K | Buy |
+55,607
| New | +$385K | 0.01% | 1006 |
|
2021
Q3 | – | Sell |
-200
| Closed | -$1K | – | 3240 |
|
2021
Q2 | $1K | Buy |
+200
| New | +$1K | ﹤0.01% | 3525 |
|
2016
Q3 | $9K | Buy |
+850
| New | +$9K | ﹤0.01% | 1355 |
|