Dimensional Fund Advisors’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $41.6M | Sell |
3,613,254
-144,110
| -4% | -$1.66M | 0.01% | 1603 |
|
2025
Q1 | $33.5M | Sell |
3,757,364
-191,280
| -5% | -$1.71M | 0.01% | 1687 |
|
2024
Q4 | $41.5M | Sell |
3,948,644
-141,841
| -3% | -$1.49M | 0.01% | 1620 |
|
2024
Q3 | $40.9M | Sell |
4,090,485
-41,440
| -1% | -$414K | 0.01% | 1629 |
|
2024
Q2 | $40.9M | Sell |
4,131,925
-15,934
| -0.4% | -$158K | 0.01% | 1581 |
|
2024
Q1 | $38.1M | Buy |
4,147,859
+149,599
| +4% | +$1.37M | 0.01% | 1649 |
|
2023
Q4 | $27.7M | Buy |
3,998,260
+294,060
| +8% | +$2.04M | 0.01% | 1820 |
|
2023
Q3 | $25.9M | Sell |
3,704,200
-12,471
| -0.3% | -$87.3K | 0.01% | 1778 |
|
2023
Q2 | $25.5M | Buy |
3,716,671
+163,856
| +5% | +$1.12M | 0.01% | 1803 |
|
2023
Q1 | $20.8M | Buy |
3,552,815
+477,054
| +16% | +$2.8M | 0.01% | 1888 |
|
2022
Q4 | $16.8K | Buy |
3,075,761
+15,384
| +0.5% | +$84 | 0.01% | 1950 |
|
2022
Q3 | $14.3M | Buy |
3,060,377
+77,272
| +3% | +$362K | 0.01% | 2000 |
|
2022
Q2 | $15.1M | Buy |
2,983,105
+137,559
| +5% | +$697K | 0.01% | 2010 |
|
2022
Q1 | $16.7M | Buy |
2,845,546
+244,292
| +9% | +$1.43M | 0.01% | 2062 |
|
2021
Q4 | $15.9M | Sell |
2,601,254
-166,468
| -6% | -$1.02M | ﹤0.01% | 2115 |
|
2021
Q3 | $15.7M | Sell |
2,767,722
-565,819
| -17% | -$3.21M | 0.01% | 2114 |
|
2021
Q2 | $20.7M | Sell |
3,333,541
-53,435
| -2% | -$331K | 0.01% | 2034 |
|
2021
Q1 | $21.2M | Buy |
3,386,976
+1,182
| +0% | +$7.39K | 0.01% | 2004 |
|
2020
Q4 | $18.1M | Sell |
3,385,794
-15,128
| -0.4% | -$80.9K | 0.01% | 2028 |
|
2020
Q3 | $10.9M | Sell |
3,400,922
-173,960
| -5% | -$557K | ﹤0.01% | 2149 |
|
2020
Q2 | $12.4M | Buy |
3,574,882
+18,436
| +0.5% | +$64K | 0.01% | 2117 |
|
2020
Q1 | $8.29M | Buy |
3,556,446
+4,006
| +0.1% | +$9.34K | ﹤0.01% | 2199 |
|
2019
Q4 | $17.2M | Buy |
3,552,440
+180,552
| +5% | +$874K | 0.01% | 2114 |
|
2019
Q3 | $17.6M | Sell |
3,371,888
-203,659
| -6% | -$1.06M | 0.01% | 2085 |
|
2019
Q2 | $22.1M | Sell |
3,575,547
-13,500
| -0.4% | -$83.3K | 0.01% | 1991 |
|
2019
Q1 | $25.3M | Sell |
3,589,047
-10,073
| -0.3% | -$71.1K | 0.01% | 1922 |
|
2018
Q4 | $23.9M | Buy |
3,599,120
+131,218
| +4% | +$873K | 0.01% | 1890 |
|
2018
Q3 | $29.4M | Buy |
3,467,902
+245,810
| +8% | +$2.08M | 0.01% | 1896 |
|
2018
Q2 | $29.3M | Buy |
3,222,092
+84,136
| +3% | +$764K | 0.01% | 1883 |
|
2018
Q1 | $28.8M | Buy |
3,137,956
+673,830
| +27% | +$6.18M | 0.01% | 1842 |
|
2017
Q4 | $30.9M | Buy |
2,464,126
+104,915
| +4% | +$1.32M | 0.01% | 1801 |
|
2017
Q3 | $24M | Sell |
2,359,211
-147,154
| -6% | -$1.5M | 0.01% | 1935 |
|
2017
Q2 | $25.5M | Sell |
2,506,365
-2,068
| -0.1% | -$21K | 0.01% | 1873 |
|
2017
Q1 | $22.8M | Sell |
2,508,433
-45,226
| -2% | -$411K | 0.01% | 1913 |
|
2016
Q4 | $28.4M | Sell |
2,553,659
-10,546
| -0.4% | -$117K | 0.01% | 1694 |
|
2016
Q3 | $26.4M | Sell |
2,564,205
-1,803
| -0.1% | -$18.6K | 0.01% | 1694 |
|
2016
Q2 | $25.1M | Sell |
2,566,008
-31,258
| -1% | -$306K | 0.01% | 1652 |
|
2016
Q1 | $29.7M | Sell |
2,597,266
-11,955
| -0.5% | -$137K | 0.02% | 1479 |
|
2015
Q4 | $40.9M | Sell |
2,609,221
-123,321
| -5% | -$1.93M | 0.03% | 1070 |
|
2015
Q3 | $44.1M | Buy |
2,732,542
+37,359
| +1% | +$603K | 0.03% | 926 |
|
2015
Q2 | $59.2M | Buy |
2,695,183
+223,816
| +9% | +$4.92M | 0.04% | 707 |
|
2015
Q1 | $53M | Buy |
2,471,367
+225,642
| +10% | +$4.84M | 0.03% | 779 |
|
2014
Q4 | $35.2M | Buy |
2,245,725
+333,397
| +17% | +$5.23M | 0.02% | 1123 |
|
2014
Q3 | $21.8M | Buy |
1,912,328
+78,211
| +4% | +$890K | 0.02% | 1550 |
|
2014
Q2 | $22.7M | Buy |
1,834,117
+425,828
| +30% | +$5.26M | 0.02% | 1533 |
|
2014
Q1 | $18.5M | Buy |
1,408,289
+1,076,322
| +324% | +$14.1M | 0.01% | 1658 |
|
2013
Q4 | $5.88M | Buy |
331,967
+300,811
| +965% | +$5.33M | ﹤0.01% | 2487 |
|
2013
Q3 | $362K | Buy |
31,156
+6,915
| +29% | +$80.3K | ﹤0.01% | 3234 |
|
2013
Q2 | $280K | Buy |
+24,241
| New | +$280K | ﹤0.01% | 3263 |
|