Financial Counselors Inc’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-110,097
| Closed | -$1.73M | – | 464 |
|
|
2015
Q4 | $1.73M | Buy |
110,097
+49,329
| +81% | +$773K | 0.11% | 205 |
|
|
2015
Q3 | $980K | Buy |
60,768
+14,470
| +31% | +$233K | 0.07% | 247 |
|
|
2015
Q2 | $1.02M | Sell |
46,298
-2,089
| -4% | -$45.9K | 0.06% | 253 |
|
|
2015
Q1 | $1.04M | Sell |
48,387
-1,192
| -2% | -$25.6K | 0.06% | 257 |
|
|
2014
Q4 | $777K | Sell |
49,579
-44,569
| -47% | -$698K | 0.05% | 278 |
|
|
2014
Q3 | $1.07M | Sell |
94,148
-53,690
| -36% | -$611K | 0.08% | 261 |
|
|
2014
Q2 | $1.83M | Buy |
147,838
+45,367
| +44% | +$561K | 0.13% | 190 |
|
|
2014
Q1 | $1.34M | Buy |
102,471
+41,934
| +69% | +$550K | 0.1% | 223 |
|
|
2013
Q4 | $1.07M | Sell |
60,537
-45,081
| -43% | -$798K | 0.08% | 234 |
|
|
2013
Q3 | $1.23M | Buy |
105,618
+26,288
| +33% | +$305K | 0.1% | 199 |
|
|
2013
Q2 | $918K | Buy |
+79,330
| New | +$918K | 0.08% | 225 |
|