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GeoWealth Management’s WisdomTree WT Stock Holding History

GeoWealth Management’s Portfolio WT Stock Details WT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-117
Closed -$1.23K – 1798
2024
Q4 		$1.23K Buy
+117
New +$1.23K ﹤0.01% 1683