Concourse Financial Group Securities’s WisdomTree High Income Laddered Municipal Fund WTMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 10062 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 10078 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 9722 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 9394 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 9170 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 8952 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 8730 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 8516 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 8197 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 8205 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 8034 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 7898 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 7749 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 7598 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 7327 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 7048 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 6780 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 6560 |
|