HL Financial Services’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | $1.1M | Sell |
155,139
-64,677
| -29% | -$457K | 0.02% | 361 |
|
2018
Q4 | $1.46M | Sell |
219,816
-70,926
| -24% | -$472K | 0.03% | 303 |
|
2018
Q3 | $2.47M | Buy |
290,742
+35,416
| +14% | +$300K | 0.04% | 261 |
|
2018
Q2 | $2.32M | Sell |
255,326
-8,446
| -3% | -$76.7K | 0.04% | 257 |
|
2018
Q1 | $2.42M | Sell |
263,772
-33,650
| -11% | -$309K | 0.04% | 234 |
|
2017
Q4 | $3.73M | Buy |
297,422
+10,489
| +4% | +$132K | 0.07% | 165 |
|
2017
Q3 | $2.92M | Sell |
286,933
-14,010
| -5% | -$143K | 0.06% | 206 |
|
2017
Q2 | $3.06M | Buy |
300,943
+32,983
| +12% | +$335K | 0.06% | 195 |
|
2017
Q1 | $2.43M | Sell |
267,960
-9,907
| -4% | -$90K | 0.05% | 217 |
|
2016
Q4 | $3.1M | Buy |
+277,867
| New | +$3.1M | 0.07% | 181 |
|