Aspen Investment Management’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-36,970
| Closed | -$314K | – | 143 |
|
|
2018
Q3 | $314K | Sell |
36,970
-250
| -0.7% | -$2.12K | 0.21% | 111 |
|
|
2018
Q2 | $338K | Sell |
37,220
-1,130
| -3% | -$10.3K | 0.23% | 108 |
|
|
2018
Q1 | $352K | Sell |
38,350
-6,913
| -15% | -$63.5K | 0.25% | 105 |
|
|
2017
Q4 | $568K | Sell |
45,263
-760
| -2% | -$9.54K | 0.4% | 76 |
|
|
2017
Q3 | $469K | Hold |
46,023
| – | – | 0.35% | 82 |
|
|
2017
Q2 | $468K | Hold |
46,023
| – | – | 0.35% | 79 |
|
|
2017
Q1 | $418K | Sell |
46,023
-525
| -1% | -$4.77K | 0.31% | 85 |
|
|
2016
Q4 | $519K | Sell |
46,548
-2,700
| -5% | -$30.1K | 0.39% | 67 |
|
|
2016
Q3 | $507K | Buy |
49,248
+750
| +2% | +$7.72K | 0.4% | 62 |
|
|
2016
Q2 | $475K | Sell |
48,498
-400
| -0.8% | -$3.92K | 0.39% | 65 |
|
|
2016
Q1 | $559K | Buy |
48,898
+4,328
| +10% | +$49.5K | 0.51% | 51 |
|
|
2015
Q4 | $699K | Hold |
44,570
| – | – | 0.69% | 43 |
|
|
2015
Q3 | $719K | Sell |
44,570
-3,620
| -8% | -$58.4K | 0.7% | 41 |
|
|
2015
Q2 | $1.06M | Buy |
48,190
+710
| +1% | +$15.6K | 0.89% | 24 |
|
|
2015
Q1 | $1.02M | Buy |
47,480
+2,958
| +7% | +$63.5K | 0.82% | 31 |
|
|
2014
Q4 | $698K | Buy |
44,522
+2,337
| +6% | +$36.6K | 0.59% | 49 |
|
|
2014
Q3 | $480K | Sell |
42,185
-45,200
| -52% | -$514K | 0.4% | 66 |
|
|
2014
Q2 | $1.08M | Buy |
87,385
+590
| +0.7% | +$7.29K | 0.66% | 48 |
|
|
2014
Q1 | $1.14M | Hold |
86,795
| – | – | 0.73% | 45 |
|
|
2013
Q4 | $1.54M | Buy |
86,795
+23,370
| +37% | +$414K | 1.03% | 28 |
|
|
2013
Q3 | $736K | Sell |
63,425
-200
| -0.3% | -$2.32K | 0.52% | 67 |
|
|
2013
Q2 | $736K | Buy |
+63,625
| New | +$736K | 0.5% | 64 |
|