Farther Finance 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 | $1.89K | Sell |
164
-412
| -72% | -$4.74K | ﹤0.01% | 3711 |
|
2025
Q1 | $5.24K | Buy |
576
+53
| +10% | +$482 | ﹤0.01% | 3035 |
|
2024
Q4 | $5.49K | Buy |
523
+137
| +35% | +$1.44K | ﹤0.01% | 2626 |
|
2024
Q3 | $3.86K | Buy |
386
+15
| +4% | +$150 | ﹤0.01% | 2745 |
|
2024
Q2 | $3.69K | Buy |
371
+300
| +423% | +$2.98K | ﹤0.01% | 2532 |
|
2024
Q1 | $645 | Hold |
71
| – | – | ﹤0.01% | 2941 |
|
2023
Q4 | $492 | Hold |
71
| – | – | ﹤0.01% | 2985 |
|
2023
Q3 | $497 | Hold |
71
| – | – | ﹤0.01% | 2273 |
|
2023
Q2 | $487 | Hold |
71
| – | – | ﹤0.01% | 2161 |
|
2023
Q1 | $416 | Hold |
71
| – | – | ﹤0.01% | 2054 |
|
2022
Q4 | $387 | Buy |
+71
| New | +$387 | ﹤0.01% | 1882 |
|