Bessemer Group’s WisdomTree WT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5K Buy
454
+162
+55% +$1.78K ﹤0.01% 2048
2025
Q1
$3K Buy
292
+52
+22% +$534 ﹤0.01% 2192
2024
Q4
$3K Hold
240
﹤0.01% 2171
2024
Q3
$2K Sell
240
-292
-55% -$2.43K ﹤0.01% 2297
2024
Q2
$5K Hold
532
﹤0.01% 1719
2024
Q1
$5K Sell
532
-106
-17% -$996 ﹤0.01% 1743
2023
Q4
$4K Hold
638
﹤0.01% 1861
2023
Q3
$4K Buy
638
+462
+263% +$2.9K ﹤0.01% 1820
2023
Q2
$1K Buy
+176
New +$1K ﹤0.01% 2243
2016
Q4
Sell
-895
Closed -$9K 2076
2016
Q3
$9K Buy
+895
New +$9K ﹤0.01% 1545