Everence Capital Management’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 | $297K | Hold |
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|
2025
Q2 | $246K | Hold |
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|
2025
Q1 | $190K | Hold |
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|
2024
Q4 | $224K | Hold |
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|
2024
Q3 | $213K | Hold |
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|
2024
Q2 | $190 | Hold |
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|
2024
Q1 | $196 | Hold |
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|
2023
Q4 | $148K | Hold |
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|
2023
Q3 | $149 | Hold |
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|
2023
Q2 | $145K | Hold |
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|
2023
Q1 | $125 | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $185K | Hold |
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|
2022
Q2 | $200K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $160K | Buy |
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|
2020
Q2 | $70K | Hold |
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|
2020
Q1 | $55K | Hold |
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|
2019
Q4 | $113K | Hold |
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|
2019
Q3 | $122K | Hold |
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|
2019
Q2 | $144K | Hold |
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|
2019
Q1 | $165K | Buy |
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|
2018
Q4 | $67K | Hold |
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|
2018
Q3 | $86K | Hold |
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|
2018
Q2 | $92K | Hold |
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|
2018
Q1 | $93K | Hold |
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|
2017
Q4 | $127K | Hold |
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|
2017
Q3 | $103K | Buy |
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