Heritage Wealth Advisors’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,000
| Closed | -$34.7K | – | 581 |
|
|
2023
Q4 | $34.7K | Buy |
+5,000
| New | +$34.7K | ﹤0.01% | 369 |
|
|
2019
Q2 | – | Sell |
-3,000
| Closed | -$21.2K | – | 493 |
|
|
2019
Q1 | $21.2K | Hold |
3,000
| – | – | ﹤0.01% | 303 |
|
|
2018
Q4 | $19K | Hold |
3,000
| – | – | ﹤0.01% | 271 |
|
|
2018
Q3 | $25K | Buy |
+3,000
| New | +$25K | ﹤0.01% | 254 |
|