CM
Crestline Management’s WisdomTree WT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-29,017
| Closed | -$305K | – | 663 |
|
|
2024
Q4 | $305K | Buy |
29,017
+13,678
| +89% | +$144K | 0.01% | 613 |
|
|
2024
Q3 | $153K | Buy |
+15,339
| New | +$153K | 0.01% | 501 |
|
|
2023
Q1 | – | Sell |
-57,403
| Closed | -$313K | – | 207 |
|
|
2022
Q4 | $313K | Buy |
57,403
+5,235
| +10% | +$28.5K | 0.05% | 150 |
|
|
2022
Q3 | $244K | Hold |
52,168
| – | – | 0.03% | 181 |
|
|
2022
Q2 | $264K | Buy |
+52,168
| New | +$264K | 0.03% | 187 |
|