Globeflex Capital’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Hold |
120,684
| – | – | 0.12% | 151 |
|
|
2025
Q1 | $1.08M | Hold |
120,684
| – | – | 0.1% | 162 |
|
|
2024
Q4 | $1.27M | Hold |
120,684
| – | – | 0.11% | 160 |
|
|
2024
Q3 | $1.21M | Buy |
120,684
+419
| +0.3% | +$4.19K | 0.12% | 159 |
|
|
2024
Q2 | $1.19M | Buy |
+120,265
| New | +$1.19M | 0.12% | 157 |
|
|
2022
Q4 | – | Sell |
-54,567
| Closed | -$255K | – | 533 |
|
|
2022
Q3 | $255K | Hold |
54,567
| – | – | 0.04% | 334 |
|
|
2022
Q2 | $277K | Hold |
54,567
| – | – | 0.07% | 296 |
|
|
2022
Q1 | $320K | Hold |
54,567
| – | – | 0.06% | 304 |
|
|
2021
Q4 | $334K | Hold |
54,567
| – | – | 0.07% | 310 |
|
|
2021
Q3 | $309K | Hold |
54,567
| – | – | 0.07% | 304 |
|
|
2021
Q2 | $338K | Hold |
54,567
| – | – | 0.06% | 336 |
|
|
2021
Q1 | $341K | Buy |
+54,567
| New | +$341K | 0.06% | 341 |
|