Creative Planning’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.82M | Buy |
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|
2025
Q2 | $1.36M | Buy |
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|
2025
Q1 | $1.01M | Buy |
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|
2024
Q4 | $1.07M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $1K | Sell |
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|
2017
Q1 | $2K | Sell |
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|
2016
Q4 | $36K | Sell |
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|
2016
Q3 | $89K | Buy |
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|
2016
Q2 | $45K | Sell |
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|
2016
Q1 | $63K | Buy |
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|
2015
Q4 | $79K | Sell |
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|
2015
Q3 | $88K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $95K | Sell |
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|
2014
Q4 | $75K | Buy |
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|
2014
Q3 | $49K | Buy |
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|
2014
Q2 | $9K | Buy |
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|
2014
Q1 | $9K | Sell |
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|
2013
Q4 | $41K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $2K | Buy |
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