Bosun Asset 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 |
-142,369
| Closed | -$1.49M | – | 223 |
|
|
2024
Q4 | $1.49M | Buy |
142,369
+15,490
| +12% | +$163K | 0.65% | 44 |
|
|
2024
Q3 | $1.27M | Buy |
126,879
+22,272
| +21% | +$222K | 0.6% | 38 |
|
|
2024
Q2 | $1.04M | Sell |
104,607
-97,044
| -48% | -$962K | 0.61% | 46 |
|
|
2024
Q1 | $1.85M | Buy |
+201,651
| New | +$1.85M | 1.06% | 18 |
|