Caitlin John’s WisdomTree WT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-69,708
Closed -$622K 170
2025
Q1
$622K Sell
69,708
-106,344
-60% -$949K 0.61% 48
2024
Q4
$1.85M Buy
176,052
+4,936
+3% +$51.8K 1.22% 25
2024
Q3
$1.94M Buy
+171,116
New +$1.94M 1.21% 24