Canada Life’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.49M | Buy |
129,297
+215
| +0.2% | +$2.48K | ﹤0.01% | 1292 |
|
2025
Q1 | $1.15M | Sell |
129,082
-12,254
| -9% | -$109K | ﹤0.01% | 1392 |
|
2024
Q4 | $1.48M | Sell |
141,336
-11,358
| -7% | -$119K | ﹤0.01% | 1366 |
|
2024
Q3 | $1.53M | Buy |
152,694
+5,704
| +4% | +$57K | ﹤0.01% | 1394 |
|
2024
Q2 | $1.46M | Buy |
146,990
+49,729
| +51% | +$493K | ﹤0.01% | 1406 |
|
2024
Q1 | $895K | Hold |
97,261
| – | – | ﹤0.01% | 1527 |
|
2023
Q4 | $673K | Sell |
97,261
-9,241
| -9% | -$63.9K | ﹤0.01% | 1620 |
|
2023
Q3 | $745K | Sell |
106,502
-2,308
| -2% | -$16.1K | ﹤0.01% | 1579 |
|
2023
Q2 | $747K | Buy |
108,810
+5,039
| +5% | +$34.6K | ﹤0.01% | 1575 |
|
2023
Q1 | $607K | Sell |
103,771
-7,536
| -7% | -$44.1K | ﹤0.01% | 1658 |
|
2022
Q4 | $607K | Buy |
111,307
+8,155
| +8% | +$44.5K | ﹤0.01% | 1667 |
|
2022
Q3 | $483K | Hold |
103,152
| – | – | ﹤0.01% | 1686 |
|
2022
Q2 | $522K | Buy |
103,152
+11,523
| +13% | +$58.3K | ﹤0.01% | 1658 |
|
2022
Q1 | $552K | Sell |
91,629
-3,737
| -4% | -$22.5K | ﹤0.01% | 1687 |
|
2021
Q4 | $583K | Hold |
95,366
| – | – | ﹤0.01% | 1673 |
|
2021
Q3 | $545K | Hold |
95,366
| – | – | ﹤0.01% | 1714 |
|
2021
Q2 | $591K | Sell |
95,366
-5,953
| -6% | -$36.9K | ﹤0.01% | 1705 |
|
2021
Q1 | $633K | Sell |
101,319
-7,247
| -7% | -$45.3K | ﹤0.01% | 1690 |
|
2020
Q4 | $581K | Sell |
108,566
-25,314
| -19% | -$135K | ﹤0.01% | 1713 |
|
2020
Q3 | $430K | Sell |
133,880
-12,500
| -9% | -$40.1K | ﹤0.01% | 1708 |
|
2020
Q2 | $505K | Hold |
146,380
| – | – | ﹤0.01% | 1687 |
|
2020
Q1 | $338K | Hold |
146,380
| – | – | ﹤0.01% | 1703 |
|
2019
Q4 | $702K | Hold |
146,380
| – | – | ﹤0.01% | 1619 |
|
2019
Q3 | $764K | Sell |
146,380
-6,829
| -4% | -$35.6K | ﹤0.01% | 902 |
|
2019
Q2 | $946K | Hold |
153,209
| – | – | ﹤0.01% | 1572 |
|
2019
Q1 | $1.08M | Hold |
153,209
| – | – | ﹤0.01% | 1358 |
|
2018
Q4 | $939K | Buy |
153,209
+11,918
| +8% | +$73K | ﹤0.01% | 1421 |
|
2018
Q3 | $1.2M | Sell |
141,291
-13,968
| -9% | -$119K | ﹤0.01% | 1450 |
|
2018
Q2 | $1.41M | Hold |
155,259
| – | – | ﹤0.01% | 1390 |
|
2018
Q1 | $1.42M | Buy |
155,259
+2,411
| +2% | +$22.1K | ﹤0.01% | 1349 |
|
2017
Q4 | $1.92M | Sell |
152,848
-4,400
| -3% | -$55.2K | ﹤0.01% | 1206 |
|
2017
Q3 | $1.56M | Sell |
157,248
-9,500
| -6% | -$94.1K | ﹤0.01% | 1310 |
|
2017
Q2 | $1.69M | Buy |
166,748
+6,200
| +4% | +$63K | ﹤0.01% | 1267 |
|
2017
Q1 | $1.46M | Buy |
160,548
+92,868
| +137% | +$842K | ﹤0.01% | 1314 |
|
2016
Q4 | $755K | Hold |
67,680
| – | – | ﹤0.01% | 1581 |
|
2016
Q3 | $695K | Hold |
67,680
| – | – | ﹤0.01% | 1573 |
|
2016
Q2 | $662K | Buy |
67,680
+53,132
| +365% | +$520K | ﹤0.01% | 1569 |
|
2016
Q1 | $166K | Buy |
14,548
+4,998
| +52% | +$57K | ﹤0.01% | 1422 |
|
2015
Q4 | $150K | Hold |
9,550
| – | – | ﹤0.01% | 1467 |
|
2015
Q3 | $154K | Sell |
9,550
-91,749
| -91% | -$1.48M | ﹤0.01% | 1395 |
|
2015
Q2 | $2.22M | Sell |
101,299
-12,643
| -11% | -$277K | 0.01% | 779 |
|
2015
Q1 | $2.44M | Sell |
113,942
-37,924
| -25% | -$811K | 0.01% | 764 |
|
2014
Q4 | $2.38M | Buy |
151,866
+147,066
| +3,064% | +$2.31M | 0.01% | 752 |
|
2014
Q3 | $55K | Hold |
4,800
| – | – | ﹤0.01% | 2001 |
|
2014
Q2 | $59K | Sell |
4,800
-212,330
| -98% | -$2.61M | ﹤0.01% | 1872 |
|
2014
Q1 | $2.84M | Sell |
217,130
-1,100
| -0.5% | -$14.4K | 0.01% | 732 |
|
2013
Q4 | $3.87M | Buy |
218,230
+213,430
| +4,446% | +$3.79M | 0.01% | 649 |
|
2013
Q3 | $56K | Buy |
+4,800
| New | +$56K | ﹤0.01% | 1029 |
|