Creative Planning’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Buy |
118,563
+5,309
| +5% | +$61.1K | ﹤0.01% | 1608 |
|
|
2025
Q1 | $1.01M | Buy |
113,254
+11,671
| +11% | +$104K | ﹤0.01% | 1703 |
|
|
2024
Q4 | $1.07M | Buy |
+101,583
| New | +$1.07M | ﹤0.01% | 1599 |
|
|
2017
Q3 | – | Sell |
-101
| Closed | -$1K | – | 3621 |
|
|
2017
Q2 | $1K | Sell |
101
-158
| -61% | -$1.56K | ﹤0.01% | 4393 |
|
|
2017
Q1 | $2K | Sell |
259
-2,951
| -92% | -$22.8K | ﹤0.01% | 4233 |
|
|
2016
Q4 | $36K | Sell |
3,210
-5,401
| -63% | -$60.6K | ﹤0.01% | 2636 |
|
|
2016
Q3 | $89K | Buy |
8,611
+4,010
| +87% | +$41.4K | ﹤0.01% | 1920 |
|
|
2016
Q2 | $45K | Sell |
4,601
-934
| -17% | -$9.14K | ﹤0.01% | 2189 |
|
|
2016
Q1 | $63K | Buy |
5,535
+524
| +10% | +$5.96K | ﹤0.01% | 1923 |
|
|
2015
Q4 | $79K | Sell |
5,011
-449
| -8% | -$7.08K | ﹤0.01% | 1761 |
|
|
2015
Q3 | $88K | Buy |
+5,460
| New | +$88K | ﹤0.01% | 1652 |
|
|
2015
Q2 | – | Sell |
-4,411
| Closed | -$95K | – | 2899 |
|
|
2015
Q1 | $95K | Sell |
4,411
-382
| -8% | -$8.23K | ﹤0.01% | 1597 |
|
|
2014
Q4 | $75K | Buy |
4,793
+513
| +12% | +$8.03K | ﹤0.01% | 1714 |
|
|
2014
Q3 | $49K | Buy |
4,280
+3,550
| +486% | +$40.6K | ﹤0.01% | 1929 |
|
|
2014
Q2 | $9K | Buy |
730
+30
| +4% | +$370 | ﹤0.01% | 2880 |
|
|
2014
Q1 | $9K | Sell |
700
-1,600
| -70% | -$20.6K | ﹤0.01% | 2767 |
|
|
2013
Q4 | $41K | Buy |
+2,300
| New | +$41K | ﹤0.01% | 1746 |
|
|
2013
Q3 | – | Sell |
-200
| Closed | -$2K | – | 3374 |
|
|
2013
Q2 | $2K | Buy |
+200
| New | +$2K | ﹤0.01% | 2852 |
|