Calamos Wealth Management’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-12,051
| Closed | -$265K | – | 264 |
|
|
2015
Q2 | $265K | Buy |
+12,051
| New | +$265K | 0.06% | 201 |
|
|
2015
Q1 | – | Sell |
-31,555
| Closed | -$495K | – | 265 |
|
|
2014
Q4 | $495K | Sell |
31,555
-33,470
| -51% | -$525K | 0.14% | 170 |
|
|
2014
Q3 | $740K | Buy |
65,025
+105
| +0.2% | +$1.2K | 0.21% | 153 |
|
|
2014
Q2 | $802K | Buy |
64,920
+12,315
| +23% | +$152K | 0.23% | 143 |
|
|
2014
Q1 | $690K | Buy |
52,605
+40,930
| +351% | +$537K | 0.2% | 155 |
|
|
2013
Q4 | $207K | Sell |
11,675
-41,330
| -78% | -$733K | 0.06% | 187 |
|
|
2013
Q3 | $615K | Buy |
53,005
+41,330
| +354% | +$480K | 0.2% | 153 |
|
|
2013
Q2 | $135K | Buy |
+11,675
| New | +$135K | 0.05% | 186 |
|