Bollard Group’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q3 | – | Sell |
-100,000
| Closed | -$979K | – | 266 |
|
2016
Q2 | $979K | Hold |
100,000
| – | – | 0.07% | 136 |
|
2016
Q1 | $1.14M | Hold |
100,000
| – | – | 0.09% | 117 |
|
2015
Q4 | $1.57M | Hold |
100,000
| – | – | 0.13% | 94 |
|
2015
Q3 | $1.61M | Hold |
100,000
| – | – | 0.13% | 100 |
|
2015
Q2 | $2.2M | Hold |
100,000
| – | – | 0.17% | 83 |
|
2015
Q1 | $2.15M | Hold |
100,000
| – | – | 0.16% | 91 |
|
2014
Q4 | $1.57M | Hold |
100,000
| – | – | 0.14% | 103 |
|
2014
Q3 | $1.14M | Buy |
+100,000
| New | +$1.14M | 0.11% | 131 |
|