Concourse Financial Group Securities’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,965
| Closed | -$59.1K | – | 8430 |
|
|
2024
Q4 | $59.1K | Buy |
5,965
+4,652
| +354% | +$46.1K | ﹤0.01% | 1138 |
|
|
2024
Q3 | $13.1K | Buy |
1,313
+30
| +2% | +$300 | ﹤0.01% | 1622 |
|
|
2024
Q2 | $12.7K | Buy |
+1,283
| New | +$12.7K | ﹤0.01% | 1627 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 8583 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 8515 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 8308 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 8096 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 7801 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 7812 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 7637 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 7531 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 7394 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 7272 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 7034 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 6780 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 6542 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 6342 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 6132 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 5978 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 5898 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 5814 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 5655 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 5686 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 5587 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 5496 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 5330 |
|