Heartland Advisors’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $802K | Buy |
+69,650
| New | +$802K | 0.04% | 197 |
|
|
2021
Q1 | – | Sell |
-600,000
| Closed | -$3.21M | – | 247 |
|
|
2020
Q4 | $3.21M | Buy |
600,000
+100,000
| +20% | +$535K | 0.23% | 156 |
|
|
2020
Q3 | $1.6M | Hold |
500,000
| – | – | 0.14% | 175 |
|
|
2020
Q2 | $1.74M | Buy |
+500,000
| New | +$1.74M | 0.15% | 165 |
|