Cherry Tree Wealth Management’s WisdomTree Battery Value Chain and Innovation Fund WBAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-286
| Closed | -$7.46K | – | 761 |
|
|
2025
Q1 | $7.46K | Hold |
286
| – | – | ﹤0.01% | 476 |
|
|
2024
Q4 | $7.58K | Hold |
286
| – | – | ﹤0.01% | 444 |
|
|
2024
Q3 | $7.81K | Hold |
286
| – | – | ﹤0.01% | 445 |
|
|
2024
Q2 | $7.5K | Hold |
286
| – | – | ﹤0.01% | 428 |
|
|
2024
Q1 | $8.18K | Hold |
286
| – | – | ﹤0.01% | 398 |
|
|
2023
Q4 | $8.69K | Hold |
286
| – | – | ﹤0.01% | 370 |
|
|
2023
Q3 | $8.36K | Hold |
286
| – | – | ﹤0.01% | 353 |
|
|
2023
Q2 | $9.97K | Buy |
+286
| New | +$9.97K | ﹤0.01% | 336 |
|