Impact Partnership Wealth’s WisdomTree WT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$156K Sell
2025
Q1
$121K Sell
2024
Q4
$431K Buy
2024
Q3
$344K Buy
2024
Q2
$331K Buy
2024
Q1
$51.3K Sell
2023
Q4
$41.5K Sell
2023
Q3
$83.9K Buy
2023
Q2
$70.4K Buy