Caption Management’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | – | – | 1062 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 1131 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 1039 |
|
|
2020
Q1 | – | Sell |
-135,000
| Closed | -$653K | – | 603 |
|
|
2019
Q4 | $653K | Hold |
135,000
| – | – | 0.02% | 146 |
|
|
2019
Q3 | $705K | Buy |
+135,000
| New | +$705K | 0.04% | 111 |
|