Geneva Advisors’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-27,551
| Closed | -$315K | – | 751 |
|
|
2016
Q1 | $315K | Sell |
27,551
-5,093
| -16% | -$58.2K | 0.01% | 531 |
|
|
2015
Q4 | $512K | Sell |
32,644
-34,988
| -52% | -$549K | 0.01% | 414 |
|
|
2015
Q3 | $1.09M | Buy |
67,632
+24,645
| +57% | +$398K | 0.02% | 279 |
|
|
2015
Q2 | $944K | Buy |
42,987
+9,689
| +29% | +$213K | 0.02% | 319 |
|
|
2015
Q1 | $715K | Buy |
+33,298
| New | +$715K | 0.01% | 350 |
|
|
2014
Q1 | – | Sell |
-12,389
| Closed | -$219K | – | 704 |
|
|
2013
Q4 | $219K | Buy |
+12,389
| New | +$219K | ﹤0.01% | 456 |
|