IFP 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 | $1.95K | Buy |
169
+151
| +839% | +$1.74K | ﹤0.01% | 3913 |
|
|
2025
Q1 | $161 | Hold |
18
| – | – | ﹤0.01% | 3734 |
|
|
2024
Q4 | $189 | Buy |
+18
| New | +$189 | ﹤0.01% | 3774 |
|
|
2023
Q1 | – | Sell |
-308
| Closed | -$4K | – | 4455 |
|
|
2022
Q4 | $4K | Hold |
308
| – | – | ﹤0.01% | 3950 |
|
|
2022
Q3 | $4K | Hold |
308
| – | – | ﹤0.01% | 4167 |
|
|
2022
Q2 | $4K | Hold |
308
| – | – | ﹤0.01% | 3928 |
|
|
2022
Q1 | $4K | Buy |
308
+290
| +1,611% | +$3.77K | ﹤0.01% | 3928 |
|
|
2021
Q4 | $1K | Hold |
18
| – | – | ﹤0.01% | 3099 |
|
|
2021
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 3095 |
|
|
2021
Q2 | $0 | Hold |
18
| – | – | ﹤0.01% | 4454 |
|
|
2021
Q1 | $0 | Hold |
18
| – | – | ﹤0.01% | 4321 |
|
|
2020
Q4 | $0 | Sell |
18
-150
| -89% | – | ﹤0.01% | 4130 |
|
|
2020
Q3 | $1K | Hold |
168
| – | – | ﹤0.01% | 2709 |
|
|
2020
Q2 | $1K | Buy |
+168
| New | +$1K | ﹤0.01% | 2607 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3699 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3666 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3684 |
|
|
2019
Q1 | – | Sell |
-2,400
| Closed | -$16K | – | 3447 |
|
|
2018
Q4 | $16K | Sell |
2,400
-635
| -21% | -$4.23K | ﹤0.01% | 2237 |
|
|
2018
Q3 | $26K | Buy |
3,035
+635
| +26% | +$5.44K | ﹤0.01% | 2301 |
|
|
2018
Q2 | $22K | Hold |
2,400
| – | – | ﹤0.01% | 2385 |
|
|
2018
Q1 | $30K | Hold |
2,400
| – | – | ﹤0.01% | 2140 |
|
|
2017
Q4 | $30K | Hold |
2,400
| – | – | ﹤0.01% | 2135 |
|
|
2017
Q3 | $24K | Sell |
2,400
-1,000
| -29% | -$10K | ﹤0.01% | 2464 |
|
|
2017
Q2 | $35K | Sell |
3,400
-197
| -5% | -$2.03K | ﹤0.01% | 2199 |
|
|
2017
Q1 | $33K | Hold |
3,597
| – | – | ﹤0.01% | 2164 |
|
|
2016
Q4 | $40K | Sell |
3,597
-286
| -7% | -$3.18K | ﹤0.01% | 2006 |
|
|
2016
Q3 | $40K | Sell |
3,883
-399
| -9% | -$4.11K | ﹤0.01% | 1954 |
|
|
2016
Q2 | $42K | Buy |
+4,282
| New | +$42K | ﹤0.01% | 1878 |
|
|
2016
Q1 | – | Sell |
-811
| Closed | -$13K | – | 3476 |
|
|
2015
Q4 | $13K | Buy |
+811
| New | +$13K | ﹤0.01% | 2432 |
|