Aperio Group’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $600K | Buy |
112,185
+3,485
| +3% | +$18.6K | ﹤0.01% | 1871 |
|
|
2020
Q3 | $348K | Sell |
108,700
-7,749
| -7% | -$24.8K | ﹤0.01% | 2002 |
|
|
2020
Q2 | $404K | Buy |
116,449
+37,615
| +48% | +$130K | ﹤0.01% | 1878 |
|
|
2020
Q1 | $184K | Buy |
78,834
+58,585
| +289% | +$137K | ﹤0.01% | 2113 |
|
|
2019
Q4 | $98K | Buy |
20,249
+8,356
| +70% | +$40.4K | ﹤0.01% | 2264 |
|
|
2019
Q3 | $62K | Buy |
11,893
+5,738
| +93% | +$29.9K | ﹤0.01% | 2272 |
|
|
2019
Q2 | $38K | Sell |
6,155
-6,732
| -52% | -$41.6K | ﹤0.01% | 2589 |
|
|
2019
Q1 | $91K | Sell |
12,887
-6,761
| -34% | -$47.7K | ﹤0.01% | 2246 |
|
|
2018
Q4 | $131K | Buy |
19,648
+8,269
| +73% | +$55.1K | ﹤0.01% | 2198 |
|
|
2018
Q3 | $96K | Sell |
11,379
-467
| -4% | -$3.94K | ﹤0.01% | 2256 |
|
|
2018
Q2 | $108K | Sell |
11,846
-1,181
| -9% | -$10.8K | ﹤0.01% | 2221 |
|
|
2018
Q1 | $119K | Sell |
13,027
-414
| -3% | -$3.78K | ﹤0.01% | 2199 |
|
|
2017
Q4 | $169K | Buy |
13,441
+838
| +7% | +$10.5K | ﹤0.01% | 2165 |
|
|
2017
Q3 | $128K | Sell |
12,603
-750
| -6% | -$7.62K | ﹤0.01% | 2167 |
|
|
2017
Q2 | $136K | Buy |
13,353
+3,212
| +32% | +$32.7K | ﹤0.01% | 2151 |
|
|
2017
Q1 | $92K | Sell |
10,141
-23,007
| -69% | -$209K | ﹤0.01% | 2114 |
|
|
2016
Q4 | $369K | Buy |
33,148
+16,879
| +104% | +$188K | ﹤0.01% | 1686 |
|
|
2016
Q3 | $167K | Buy |
+16,269
| New | +$167K | ﹤0.01% | 1974 |
|
|
2016
Q2 | – | Sell |
-17,974
| Closed | -$205K | – | 2035 |
|
|
2016
Q1 | $205K | Sell |
17,974
-6,072
| -25% | -$69.3K | ﹤0.01% | 1865 |
|
|
2015
Q4 | $377K | Buy |
24,046
+10,536
| +78% | +$165K | ﹤0.01% | 1495 |
|
|
2015
Q3 | $218K | Buy |
+13,510
| New | +$218K | ﹤0.01% | 1725 |
|