Capstone Asset Management’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $201K | Buy |
19,730
+6,541
| +50% | +$66.6K | 0.01% | 1512 |
|
|
2017
Q1 | $120K | Buy |
+13,189
| New | +$120K | ﹤0.01% | 1579 |
|
|
2016
Q4 | – | Sell |
-25,700
| Closed | -$264K | – | 1651 |
|
|
2016
Q3 | $264K | Sell |
25,700
-290
| -1% | -$2.98K | 0.01% | 1399 |
|
|
2016
Q2 | $254K | Buy |
25,990
+5,600
| +27% | +$54.7K | 0.01% | 1384 |
|
|
2016
Q1 | $233K | Buy |
20,390
+600
| +3% | +$6.86K | 0.01% | 1412 |
|
|
2015
Q4 | $310K | Buy |
19,790
+5,030
| +34% | +$78.8K | 0.01% | 1244 |
|
|
2015
Q3 | $238K | Buy |
14,760
+420
| +3% | +$6.77K | 0.01% | 1378 |
|
|
2015
Q2 | $315K | Buy |
+14,340
| New | +$315K | 0.01% | 1271 |
|