HSBC Holdings’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $186K | Sell |
16,153
-3,705
| -19% | -$42.6K | ﹤0.01% | 2242 |
|
|
2025
Q1 | $179K | Sell |
19,858
-92,437
| -82% | -$831K | ﹤0.01% | 2200 |
|
|
2024
Q4 | $1.18M | Buy |
112,295
+77,489
| +223% | +$813K | ﹤0.01% | 1371 |
|
|
2024
Q3 | $349K | Sell |
34,806
-12,740
| -27% | -$128K | ﹤0.01% | 1868 |
|
|
2024
Q2 | $467K | Buy |
47,546
+1,576
| +3% | +$15.5K | ﹤0.01% | 1669 |
|
|
2024
Q1 | $422K | Buy |
45,970
+20,500
| +80% | +$188K | ﹤0.01% | 1801 |
|
|
2023
Q4 | $178K | Sell |
25,470
-6,826
| -21% | -$47.7K | ﹤0.01% | 2033 |
|
|
2023
Q3 | $227K | Sell |
32,296
-5,978
| -16% | -$42K | ﹤0.01% | 1866 |
|
|
2023
Q2 | $264K | Buy |
38,274
+2,161
| +6% | +$14.9K | ﹤0.01% | 1788 |
|
|
2023
Q1 | $209K | Sell |
36,113
-23,113
| -39% | -$134K | ﹤0.01% | 1949 |
|
|
2022
Q4 | $312K | Sell |
59,226
-5,819
| -9% | -$30.6K | ﹤0.01% | 2068 |
|
|
2022
Q3 | $310K | Buy |
65,045
+15,968
| +33% | +$76.1K | ﹤0.01% | 1976 |
|
|
2022
Q2 | $247K | Sell |
49,077
-4,917
| -9% | -$24.7K | ﹤0.01% | 2338 |
|
|
2022
Q1 | $318K | Sell |
53,994
-5,611
| -9% | -$33K | ﹤0.01% | 2357 |
|
|
2021
Q4 | $366K | Sell |
59,605
-9,400
| -14% | -$57.7K | ﹤0.01% | 2186 |
|
|
2021
Q3 | $394K | Sell |
69,005
-18,733
| -21% | -$107K | ﹤0.01% | 1944 |
|
|
2021
Q2 | $544K | Sell |
87,738
-8,090
| -8% | -$50.2K | ﹤0.01% | 1724 |
|
|
2021
Q1 | $598K | Hold |
95,828
| – | – | ﹤0.01% | 1558 |
|
|
2020
Q4 | $513K | Sell |
95,828
-52,152
| -35% | -$279K | ﹤0.01% | 1775 |
|
|
2020
Q3 | $479K | Hold |
147,980
| – | – | ﹤0.01% | 1584 |
|
|
2020
Q2 | $513K | Buy |
147,980
+93,762
| +173% | +$325K | ﹤0.01% | 1478 |
|
|
2020
Q1 | $126K | Buy |
54,218
+26,393
| +95% | +$61.3K | ﹤0.01% | 2019 |
|
|
2019
Q4 | $134K | Sell |
27,825
-125
| -0.4% | -$602 | ﹤0.01% | 2348 |
|
|
2019
Q3 | $146K | Buy |
+27,950
| New | +$146K | ﹤0.01% | 2333 |
|
|
2019
Q2 | – | Sell |
-21,305
| Closed | -$150K | – | 2226 |
|
|
2019
Q1 | $150K | Buy |
21,305
+5,468
| +35% | +$38.5K | ﹤0.01% | 2066 |
|
|
2018
Q4 | $106K | Buy |
15,837
+4,621
| +41% | +$30.9K | ﹤0.01% | 1903 |
|
|
2018
Q3 | $96K | Buy |
+11,216
| New | +$96K | ﹤0.01% | 1894 |
|
|
2018
Q2 | – | Sell |
-33,887
| Closed | -$311K | – | 2051 |
|
|
2018
Q1 | $311K | Buy |
+33,887
| New | +$311K | ﹤0.01% | 1653 |
|
|
2017
Q1 | – | Sell |
-23,187
| Closed | -$259K | – | 2097 |
|
|
2016
Q4 | $259K | Buy |
+23,187
| New | +$259K | ﹤0.01% | 1910 |
|