Barrow, Hanley, Mewhinney & Strauss’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-865
| Closed | -$4K | – | 314 |
|
|
2022
Q2 | $4K | Sell |
865
-141
| -14% | -$652 | ﹤0.01% | 235 |
|
|
2022
Q1 | $6K | Sell |
1,006
-15,329
| -94% | -$91.4K | ﹤0.01% | 231 |
|
|
2021
Q4 | $100K | Hold |
16,335
| – | – | ﹤0.01% | 212 |
|
|
2021
Q3 | $93K | Buy |
16,335
+1,783
| +12% | +$10.2K | ﹤0.01% | 217 |
|
|
2021
Q2 | $90K | Sell |
14,552
-8,532
| -37% | -$52.8K | ﹤0.01% | 222 |
|
|
2021
Q1 | $144K | Sell |
23,084
-9,781
| -30% | -$61K | ﹤0.01% | 207 |
|
|
2020
Q4 | $176K | Sell |
32,865
-55,852
| -63% | -$299K | ﹤0.01% | 165 |
|
|
2020
Q3 | $284K | Sell |
88,717
-87,187
| -50% | -$279K | ﹤0.01% | 167 |
|
|
2020
Q2 | $610K | Buy |
175,904
+167,790
| +2,068% | +$582K | ﹤0.01% | 222 |
|
|
2020
Q1 | $19K | Buy |
+8,114
| New | +$19K | ﹤0.01% | 333 |
|