GC
Gillson Capital’s WisdomTree WT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,110,959
| Closed | -$7.62M | – | 119 |
|
|
2023
Q2 | $7.62M | Sell |
1,110,959
-112,751
| -9% | -$773K | 0.67% | 53 |
|
|
2023
Q1 | $7.17M | Sell |
1,223,710
-168,055
| -12% | -$985K | 0.59% | 58 |
|
|
2022
Q4 | $7.59M | Buy |
1,391,765
+118,346
| +9% | +$645K | 0.57% | 51 |
|
|
2022
Q3 | $5.96M | Buy |
1,273,419
+191,643
| +18% | +$897K | 0.55% | 49 |
|
|
2022
Q2 | $5.49M | Buy |
1,081,776
+816,945
| +308% | +$4.14M | 0.53% | 53 |
|
|
2022
Q1 | $1.56M | Sell |
264,831
-511,825
| -66% | -$3.01M | 0.12% | 118 |
|
|
2021
Q4 | $4.75M | Buy |
776,656
+147,873
| +24% | +$905K | 0.31% | 82 |
|
|
2021
Q3 | $3.57M | Sell |
628,783
-559,106
| -47% | -$3.17M | 0.26% | 86 |
|
|
2021
Q2 | $7.37M | Buy |
1,187,889
+247,330
| +26% | +$1.53M | 0.69% | 53 |
|
|
2021
Q1 | $5.88M | Sell |
940,559
-98,225
| -9% | -$614K | 0.49% | 70 |
|
|
2020
Q4 | $5.56M | Sell |
1,038,784
-497,460
| -32% | -$2.66M | 0.61% | 59 |
|
|
2020
Q3 | $4.92M | Buy |
+1,536,244
| New | +$4.92M | 0.72% | 57 |
|