Caption Management’s WisdomTree WT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$605K Buy
2025
Q4
Hold
2025
Q3
Hold
2025
Q2
Hold
2025
Q1
Hold
2024
Q4
Hold
2020
Q1
Sell
2019
Q4
$653K Hold
2019
Q3
$705K Buy