Allworth Financial’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.03K | Buy |
437
+37
| +9% | +$426 | ﹤0.01% | 3245 |
|
|
2025
Q1 | $3.46K | Hold |
400
| – | – | ﹤0.01% | 2958 |
|
|
2024
Q4 | $3.96K | Buy |
400
+335
| +515% | +$3.32K | ﹤0.01% | 2860 |
|
|
2024
Q3 | $650 | Hold |
65
| – | – | ﹤0.01% | 3356 |
|
|
2024
Q2 | $697 | Hold |
65
| – | – | ﹤0.01% | 3276 |
|
|
2024
Q1 | $598 | Hold |
65
| – | – | ﹤0.01% | 3236 |
|
|
2023
Q4 | $451 | Hold |
65
| – | – | ﹤0.01% | 3154 |
|
|
2023
Q3 | $455 | Buy |
+65
| New | +$455 | ﹤0.01% | 3066 |
|