Cambridge Investment Research Advisors’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-60,880
| Closed | -$678K | – | 1817 |
|
|
2016
Q4 | $678K | Buy |
+60,880
| New | +$678K | 0.01% | 865 |
|
|
2015
Q4 | – | Sell |
-10,205
| Closed | -$165K | – | 1621 |
|
|
2015
Q3 | $165K | Buy |
+10,205
| New | +$165K | ﹤0.01% | 1298 |
|
|
2014
Q4 | – | Sell |
-45,579
| Closed | -$519K | – | 1494 |
|
|
2014
Q3 | $519K | Sell |
45,579
-377
| -0.8% | -$4.29K | 0.02% | 811 |
|
|
2014
Q2 | $568K | Buy |
45,956
+1,429
| +3% | +$17.7K | 0.02% | 692 |
|
|
2014
Q1 | $584K | Buy |
44,527
+6,376
| +17% | +$83.6K | 0.02% | 645 |
|
|
2013
Q4 | $676K | Buy |
+38,151
| New | +$676K | 0.03% | 530 |
|