Avior Wealth Management’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,516
| Closed | -$15.9K | – | 2354 |
|
|
2024
Q4 | $15.9K | Buy |
1,516
+3
| +0.2% | +$32 | ﹤0.01% | 1472 |
|
|
2024
Q3 | $15.1K | Buy |
1,513
+3
| +0.2% | +$30 | ﹤0.01% | 1434 |
|
|
2024
Q2 | $15K | Sell |
1,510
-4,207
| -74% | -$41.7K | ﹤0.01% | 1405 |
|
|
2024
Q1 | $52.5K | Buy |
5,717
+3
| +0.1% | +$28 | ﹤0.01% | 1212 |
|
|
2023
Q4 | $39.6K | Buy |
5,714
+4
| +0.1% | +$28 | ﹤0.01% | 773 |
|
|
2023
Q3 | $40K | Buy |
5,710
+4
| +0.1% | +$28 | ﹤0.01% | 802 |
|
|
2023
Q2 | $39.1K | Buy |
5,706
+4
| +0.1% | +$27 | ﹤0.01% | 819 |
|
|
2023
Q1 | $33.4K | Buy |
5,702
+5
| +0.1% | +$29 | ﹤0.01% | 863 |
|
|
2022
Q4 | $31.1K | Buy |
5,697
+5
| +0.1% | +$27 | ﹤0.01% | 694 |
|
|
2022
Q3 | $26K | Buy |
5,692
+5
| +0.1% | +$23 | ﹤0.01% | 706 |
|
|
2022
Q2 | $28K | Buy |
5,687
+5
| +0.1% | +$25 | ﹤0.01% | 639 |
|
|
2022
Q1 | $33K | Buy |
5,682
+5
| +0.1% | +$29 | ﹤0.01% | 650 |
|
|
2021
Q4 | $34K | Buy |
5,677
+4
| +0.1% | +$24 | ﹤0.01% | 624 |
|
|
2021
Q3 | $32K | Buy |
5,673
+5
| +0.1% | +$28 | ﹤0.01% | 606 |
|
|
2021
Q2 | $35K | Buy |
5,668
+3
| +0.1% | +$19 | ﹤0.01% | 570 |
|
|
2021
Q1 | $35K | Sell |
5,665
-134
| -2% | -$828 | ﹤0.01% | 556 |
|
|
2020
Q4 | $31K | Sell |
5,799
-821
| -12% | -$4.39K | ﹤0.01% | 547 |
|
|
2020
Q3 | $21K | Buy |
6,620
+14
| +0.2% | +$44 | ﹤0.01% | 587 |
|
|
2020
Q2 | $22K | Buy |
6,606
+18
| +0.3% | +$60 | ﹤0.01% | 562 |
|
|
2020
Q1 | $15K | Sell |
6,588
-133
| -2% | -$303 | ﹤0.01% | 540 |
|
|
2019
Q4 | $32K | Buy |
6,721
+11
| +0.2% | +$52 | 0.01% | 496 |
|
|
2019
Q3 | $35K | Buy |
6,710
+9
| +0.1% | +$47 | 0.01% | 485 |
|
|
2019
Q2 | $41K | Buy |
6,701
+9
| +0.1% | +$55 | 0.01% | 463 |
|
|
2019
Q1 | $47K | Buy |
6,692
+7
| +0.1% | +$49 | 0.01% | 433 |
|
|
2018
Q4 | $44K | Buy |
6,685
+6
| +0.1% | +$39 | 0.01% | 473 |
|
|
2018
Q3 | $57K | Buy |
6,679
+7
| +0.1% | +$60 | 0.01% | 476 |
|
|
2018
Q2 | $61K | Buy |
6,672
+4
| +0.1% | +$37 | 0.01% | 474 |
|
|
2018
Q1 | $61K | Buy |
6,668
+6
| +0.1% | +$55 | 0.01% | 474 |
|
|
2017
Q4 | $84K | Buy |
6,662
+12
| +0.2% | +$151 | 0.02% | 456 |
|
|
2017
Q3 | $68K | Buy |
6,650
+15
| +0.2% | +$153 | 0.02% | 195 |
|
|
2017
Q2 | $67K | Buy |
6,635
+14
| +0.2% | +$141 | 0.03% | 172 |
|
|
2017
Q1 | $60K | Buy |
6,621
+16
| +0.2% | +$145 | 0.02% | 218 |
|
|
2016
Q4 | $74K | Sell |
6,605
-787
| -11% | -$8.82K | 0.03% | 187 |
|
|
2016
Q3 | $76K | Buy |
7,392
+1,662
| +29% | +$17.1K | 0.03% | 193 |
|
|
2016
Q2 | $56K | Buy |
5,730
+18
| +0.3% | +$176 | 0.02% | 201 |
|
|
2016
Q1 | $65K | Buy |
+5,712
| New | +$65K | 0.03% | 187 |
|