Ameriprise’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.1M | Buy |
356,206
+84,609
| +31% | +$974K | ﹤0.01% | 2503 |
|
|
2025
Q1 | $2.42M | Sell |
271,597
-81,653
| -23% | -$728K | ﹤0.01% | 2785 |
|
|
2024
Q4 | $3.71M | Buy |
353,250
+34,670
| +11% | +$364K | ﹤0.01% | 2565 |
|
|
2024
Q3 | $3.18M | Sell |
318,580
-13,434
| -4% | -$134K | ﹤0.01% | 2667 |
|
|
2024
Q2 | $3.29M | Sell |
332,014
-34,425
| -9% | -$341K | ﹤0.01% | 2594 |
|
|
2024
Q1 | $3.37M | Sell |
366,439
-10,197
| -3% | -$93.7K | ﹤0.01% | 2609 |
|
|
2023
Q4 | $2.61M | Sell |
376,636
-36,293
| -9% | -$252K | ﹤0.01% | 2744 |
|
|
2023
Q3 | $2.89M | Sell |
412,929
-34,995
| -8% | -$245K | ﹤0.01% | 2644 |
|
|
2023
Q2 | $3.07M | Buy |
447,924
+32,255
| +8% | +$221K | ﹤0.01% | 2658 |
|
|
2023
Q1 | $2.44M | Sell |
415,669
-10,144
| -2% | -$59.4K | ﹤0.01% | 2747 |
|
|
2022
Q4 | $2.32M | Sell |
425,813
-66,379
| -13% | -$362K | ﹤0.01% | 2745 |
|
|
2022
Q3 | $2.31M | Sell |
492,192
-33,742
| -6% | -$158K | ﹤0.01% | 2720 |
|
|
2022
Q2 | $2.67M | Sell |
525,934
-91,774
| -15% | -$465K | ﹤0.01% | 2690 |
|
|
2022
Q1 | $3.63M | Buy |
617,708
+139,718
| +29% | +$820K | ﹤0.01% | 2626 |
|
|
2021
Q4 | $2.93M | Sell |
477,990
-352,928
| -42% | -$2.16M | ﹤0.01% | 2797 |
|
|
2021
Q3 | $4.71M | Sell |
830,918
-172,970
| -17% | -$981K | ﹤0.01% | 2429 |
|
|
2021
Q2 | $6.22M | Buy |
1,003,888
+111,723
| +13% | +$693K | ﹤0.01% | 2293 |
|
|
2021
Q1 | $5.58M | Buy |
892,165
+429,078
| +93% | +$2.68M | ﹤0.01% | 2335 |
|
|
2020
Q4 | $2.48M | Sell |
463,087
-23,773
| -5% | -$127K | ﹤0.01% | 2679 |
|
|
2020
Q3 | $1.56M | Sell |
486,860
-59,130
| -11% | -$189K | ﹤0.01% | 2787 |
|
|
2020
Q2 | $1.9M | Sell |
545,990
-22,005
| -4% | -$76.4K | ﹤0.01% | 2632 |
|
|
2020
Q1 | $1.32M | Sell |
567,995
-29,310
| -5% | -$68.3K | ﹤0.01% | 2690 |
|
|
2019
Q4 | $2.89M | Sell |
597,305
-17,645
| -3% | -$85.4K | ﹤0.01% | 2541 |
|
|
2019
Q3 | $3.21M | Sell |
614,950
-19,338
| -3% | -$101K | ﹤0.01% | 2443 |
|
|
2019
Q2 | $3.91M | Sell |
634,288
-13,525
| -2% | -$83.5K | ﹤0.01% | 2384 |
|
|
2019
Q1 | $4.57M | Sell |
647,813
-53,081
| -8% | -$375K | ﹤0.01% | 2286 |
|
|
2018
Q4 | $4.66M | Buy |
700,894
+49,413
| +8% | +$329K | ﹤0.01% | 2159 |
|
|
2018
Q3 | $5.53M | Buy |
651,481
+14,896
| +2% | +$126K | ﹤0.01% | 2278 |
|
|
2018
Q2 | $5.78M | Buy |
636,585
+33,295
| +6% | +$302K | ﹤0.01% | 2144 |
|
|
2018
Q1 | $5.53M | Sell |
603,290
-9,977
| -2% | -$91.5K | ﹤0.01% | 2099 |
|
|
2017
Q4 | $7.7M | Buy |
613,267
+15,378
| +3% | +$193K | ﹤0.01% | 1816 |
|
|
2017
Q3 | $6.09M | Sell |
597,889
-6,637
| -1% | -$67.6K | ﹤0.01% | 1947 |
|
|
2017
Q2 | $6.15M | Buy |
604,526
+2,007
| +0.3% | +$20.4K | ﹤0.01% | 1919 |
|
|
2017
Q1 | $5.47M | Buy |
602,519
+304,847
| +102% | +$2.77M | ﹤0.01% | 1970 |
|
|
2016
Q4 | $3.32M | Buy |
297,672
+5,353
| +2% | +$59.6K | ﹤0.01% | 2360 |
|
|
2016
Q3 | $3.01M | Buy |
292,319
+2,923
| +1% | +$30.1K | ﹤0.01% | 2345 |
|
|
2016
Q2 | $2.83M | Sell |
289,396
-3,947
| -1% | -$38.7K | ﹤0.01% | 2331 |
|
|
2016
Q1 | $3.35M | Sell |
293,343
-5,056
| -2% | -$57.8K | ﹤0.01% | 2215 |
|
|
2015
Q4 | $4.68M | Buy |
298,399
+3,933
| +1% | +$61.7K | ﹤0.01% | 2062 |
|
|
2015
Q3 | $4.75M | Sell |
294,466
-44,529
| -13% | -$718K | ﹤0.01% | 2041 |
|
|
2015
Q2 | $7.45M | Buy |
338,995
+265,301
| +360% | +$5.83M | ﹤0.01% | 1837 |
|
|
2015
Q1 | $1.58M | Buy |
+73,694
| New | +$1.58M | ﹤0.01% | 2700 |
|
|
2014
Q4 | – | Sell |
-529,107
| Closed | -$6.02M | – | 4445 |
|
|
2014
Q3 | $6.02M | Buy |
529,107
+504,637
| +2,062% | +$5.74M | ﹤0.01% | 1904 |
|
|
2014
Q2 | $303K | Sell |
24,470
-2,910
| -11% | -$36K | ﹤0.01% | 3158 |
|
|
2014
Q1 | $359K | Buy |
27,380
+4,010
| +17% | +$52.6K | ﹤0.01% | 3060 |
|
|
2013
Q4 | $413K | Buy |
23,370
+8,481
| +57% | +$150K | ﹤0.01% | 2923 |
|
|
2013
Q3 | $173K | Sell |
14,889
-646,466
| -98% | -$7.51M | ﹤0.01% | 3239 |
|
|
2013
Q2 | $7.65M | Buy |
+661,355
| New | +$7.65M | 0.01% | 1607 |
|