Everence Capital Management’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Hold |
21,350
| – | – | 0.02% | 664 |
|
|
2025
Q1 | $190K | Hold |
21,350
| – | – | 0.01% | 755 |
|
|
2024
Q4 | $224K | Hold |
21,350
| – | – | 0.01% | 731 |
|
|
2024
Q3 | $213K | Hold |
21,350
| – | – | 0.01% | 700 |
|
|
2024
Q2 | $190 | Hold |
21,350
| – | – | 0.01% | 690 |
|
|
2024
Q1 | $196 | Hold |
21,350
| – | – | 0.01% | 718 |
|
|
2023
Q4 | $148K | Hold |
21,350
| – | – | 0.01% | 731 |
|
|
2023
Q3 | $149 | Hold |
21,350
| – | – | 0.01% | 713 |
|
|
2023
Q2 | $145K | Hold |
21,350
| – | – | 0.01% | 692 |
|
|
2023
Q1 | $125 | Buy |
+21,350
| New | +$125 | 0.01% | 728 |
|
|
2022
Q4 | – | Sell |
-39,470
| Closed | -$185K | – | 806 |
|
|
2022
Q3 | $185K | Hold |
39,470
| – | – | 0.02% | 669 |
|
|
2022
Q2 | $200K | Buy |
+39,470
| New | +$200K | 0.02% | 654 |
|
|
2020
Q4 | – | Sell |
-49,990
| Closed | -$160K | – | 743 |
|
|
2020
Q3 | $160K | Buy |
49,990
+26,590
| +114% | +$85.1K | 0.02% | 619 |
|
|
2020
Q2 | $70K | Hold |
23,400
| – | – | 0.01% | 655 |
|
|
2020
Q1 | $55K | Hold |
23,400
| – | – | 0.01% | 607 |
|
|
2019
Q4 | $113K | Hold |
23,400
| – | – | 0.02% | 662 |
|
|
2019
Q3 | $122K | Hold |
23,400
| – | – | 0.02% | 626 |
|
|
2019
Q2 | $144K | Hold |
23,400
| – | – | 0.02% | 608 |
|
|
2019
Q1 | $165K | Buy |
23,400
+13,300
| +132% | +$93.8K | 0.03% | 578 |
|
|
2018
Q4 | $67K | Hold |
10,100
| – | – | 0.02% | 411 |
|
|
2018
Q3 | $86K | Hold |
10,100
| – | – | 0.02% | 434 |
|
|
2018
Q2 | $92K | Hold |
10,100
| – | – | 0.02% | 425 |
|
|
2018
Q1 | $93K | Hold |
10,100
| – | – | 0.02% | 418 |
|
|
2017
Q4 | $127K | Hold |
10,100
| – | – | 0.03% | 403 |
|
|
2017
Q3 | $103K | Buy |
+10,100
| New | +$103K | 0.02% | 377 |
|