Cetera Advisor Networks’s WisdomTree WT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $570K | Buy |
62,069
+31,303
| +102% | +$288K | ﹤0.01% | 1842 |
|
|
2023
Q4 | $213K | Buy |
30,766
+1,305
| +4% | +$9.04K | ﹤0.01% | 2485 |
|
|
2023
Q3 | $206K | Buy |
29,461
+2,032
| +7% | +$14.2K | ﹤0.01% | 2409 |
|
|
2023
Q2 | $188K | Sell |
27,429
-2,085
| -7% | -$14.3K | ﹤0.01% | 2366 |
|
|
2023
Q1 | $173K | Buy |
29,514
+5,728
| +24% | +$33.6K | ﹤0.01% | 2354 |
|
|
2022
Q4 | $130K | Buy |
+23,786
| New | +$130K | ﹤0.01% | 2348 |
|
|
2020
Q3 | – | Sell |
-651
| Closed | -$2K | – | 3037 |
|
|
2020
Q2 | $2K | Buy |
+651
| New | +$2K | ﹤0.01% | 3274 |
|
|
2017
Q4 | – | Sell |
-10,176
| Closed | -$102K | – | 1018 |
|
|
2017
Q3 | $102K | Sell |
10,176
-1,945
| -16% | -$19.5K | ﹤0.01% | 896 |
|
|
2017
Q2 | $122K | Sell |
12,121
-8,170
| -40% | -$82.2K | 0.01% | 891 |
|
|
2017
Q1 | $184K | Buy |
20,291
+4,490
| +28% | +$40.7K | 0.01% | 856 |
|
|
2016
Q4 | $178K | Sell |
15,801
-40,496
| -72% | -$456K | 0.01% | 807 |
|
|
2016
Q3 | $579K | Buy |
56,297
+4,788
| +9% | +$49.2K | 0.02% | 549 |
|
|
2016
Q2 | $511K | Buy |
51,509
+40,780
| +380% | +$405K | 0.03% | 447 |
|
|
2016
Q1 | $122K | Sell |
10,729
-2,672
| -20% | -$30.4K | 0.01% | 789 |
|
|
2015
Q4 | $211K | Sell |
13,401
-4,138
| -24% | -$65.2K | 0.01% | 739 |
|
|
2015
Q3 | $282K | Sell |
17,539
-1,586
| -8% | -$25.5K | 0.02% | 599 |
|
|
2015
Q2 | $409K | Hold |
19,125
| – | – | 0.03% | 522 |
|
|
2015
Q1 | $409K | Sell |
19,125
-1,400
| -7% | -$29.9K | 0.03% | 526 |
|
|
2014
Q4 | $324K | Sell |
20,525
-7,500
| -27% | -$118K | 0.02% | 580 |
|
|
2014
Q3 | $319K | Buy |
28,025
+1,425
| +5% | +$16.2K | 0.02% | 581 |
|
|
2014
Q2 | $330K | Buy |
26,600
+7,750
| +41% | +$96.1K | 0.02% | 589 |
|
|
2014
Q1 | $247K | Buy |
+18,850
| New | +$247K | 0.02% | 638 |
|