IFP Advisors’s WisdomTree Trust WisdomTree Strategic Corporate Bond Fund CRDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,824
| Closed | -$138K | – | 4320 |
|
|
2017
Q2 | $138K | Sell |
1,824
-598
| -25% | -$45.2K | 0.01% | 1335 |
|
|
2017
Q1 | $179K | Sell |
2,422
-558
| -19% | -$41.2K | 0.01% | 1174 |
|
|
2016
Q4 | $219K | Hold |
2,980
| – | – | 0.01% | 1002 |
|
|
2016
Q3 | $226K | Sell |
2,980
-153
| -5% | -$11.6K | 0.01% | 943 |
|
|
2016
Q2 | $233K | Buy |
+3,133
| New | +$233K | 0.01% | 900 |
|
|
2016
Q1 | – | Sell |
-300
| Closed | -$21K | – | 4050 |
|
|
2015
Q4 | $21K | Buy |
+300
| New | +$21K | ﹤0.01% | 2135 |
|