Benjamin Edwards Inc’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $597K | Buy |
51,842
+9,830
| +23% | +$113K | 0.01% | 791 |
|
|
2025
Q1 | $375K | Sell |
42,012
-869
| -2% | -$7.75K | 0.01% | 881 |
|
|
2024
Q4 | $450K | Buy |
42,881
+12,126
| +39% | +$127K | 0.01% | 852 |
|
|
2024
Q3 | $307K | Buy |
30,755
+19,139
| +165% | +$191K | ﹤0.01% | 942 |
|
|
2024
Q2 | $115K | Buy |
+11,616
| New | +$115K | 0.02% | 408 |
|
|
2022
Q1 | – | Sell |
-220
| Closed | -$1K | – | 761 |
|
|
2021
Q4 | $1K | Buy |
+220
| New | +$1K | ﹤0.01% | 705 |
|