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AssuredPartners Investment Advisors’s WisdomTree WT Stock Holding History

AssuredPartners Investment Advisors’s Portfolio WT Stock Details WT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-20,334
Closed -$181K – 335
2025
Q1 		$181K Hold
20,334
– – 0.04% 318
2024
Q4 		$214K Buy
+20,334
New +$214K 0.04% 309