HighTower 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 | – | Sell |
-52,280
| Closed | -$466K | – | 3726 |
|
|
2025
Q1 | $466K | Buy |
+52,280
| New | +$466K | ﹤0.01% | 2506 |
|
|
2024
Q3 | – | Sell |
-49,634
| Closed | -$495K | – | 3596 |
|
|
2024
Q2 | $495K | Sell |
49,634
-38,144
| -43% | -$380K | ﹤0.01% | 2326 |
|
|
2024
Q1 | $816K | Buy |
87,778
+34,739
| +65% | +$323K | ﹤0.01% | 1931 |
|
|
2023
Q4 | $373K | Buy |
53,039
+4,820
| +10% | +$33.9K | ﹤0.01% | 2531 |
|
|
2023
Q3 | $347K | Buy |
48,219
+30,073
| +166% | +$216K | ﹤0.01% | 2472 |
|
|
2023
Q2 | $125K | Buy |
18,146
+5,645
| +45% | +$38.9K | ﹤0.01% | 3003 |
|
|
2023
Q1 | $72K | Buy |
12,501
+1,715
| +16% | +$9.88K | ﹤0.01% | 2958 |
|
|
2022
Q4 | $59K | Buy |
+10,786
| New | +$59K | ﹤0.01% | 2956 |
|
|
2016
Q3 | – | Sell |
-14,229
| Closed | -$140K | – | 1921 |
|
|
2016
Q2 | $140K | Sell |
14,229
-7,240
| -34% | -$71.2K | ﹤0.01% | 1560 |
|
|
2016
Q1 | $246K | Sell |
21,469
-17,095
| -44% | -$196K | ﹤0.01% | 1642 |
|
|
2015
Q4 | $605K | Buy |
38,564
+26,250
| +213% | +$412K | 0.01% | 1215 |
|
|
2015
Q3 | $199K | Sell |
12,314
-311
| -2% | -$5.03K | ﹤0.01% | 1645 |
|
|
2015
Q2 | $278K | Sell |
12,625
-119
| -0.9% | -$2.62K | ﹤0.01% | 1219 |
|
|
2015
Q1 | $273K | Buy |
12,744
+755
| +6% | +$16.2K | ﹤0.01% | 1285 |
|
|
2014
Q4 | $188K | Buy |
11,989
+517
| +5% | +$8.11K | ﹤0.01% | 1408 |
|
|
2014
Q3 | $131K | Sell |
11,472
-9,702
| -46% | -$111K | ﹤0.01% | 1408 |
|
|
2014
Q2 | $262K | Buy |
21,174
+9,254
| +78% | +$115K | ﹤0.01% | 1293 |
|
|
2014
Q1 | $156K | Sell |
11,920
-1,255
| -10% | -$16.4K | ﹤0.01% | 1339 |
|
|
2013
Q4 | $233K | Buy |
+13,175
| New | +$233K | ﹤0.01% | 1242 |
|
|
2013
Q3 | – | Sell |
-17,334
| Closed | -$201K | – | 1399 |
|
|
2013
Q2 | $201K | Buy |
+17,334
| New | +$201K | 0.01% | 1125 |
|