Cetera Investment Advisers’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $989K | Sell |
85,958
-4,545
| -5% | -$52.3K | ﹤0.01% | 2381 |
|
2025
Q1 | $807K | Buy |
90,503
+20,724
| +30% | +$185K | ﹤0.01% | 2440 |
|
2024
Q4 | $733K | Buy |
69,779
+13,237
| +23% | +$139K | ﹤0.01% | 2382 |
|
2024
Q3 | $565K | Sell |
56,542
-18,385
| -25% | -$184K | ﹤0.01% | 2554 |
|
2024
Q2 | $743K | Buy |
74,927
+9,911
| +15% | +$98.2K | ﹤0.01% | 2290 |
|
2024
Q1 | $597K | Buy |
+65,016
| New | +$597K | ﹤0.01% | 2468 |
|