Impact Partnership Wealth’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $156K | Sell |
13,531
-58
| -0.4% | -$668 | 0.03% | 284 |
|
|
2025
Q1 | $121K | Sell |
13,589
-27,495
| -67% | -$245K | 0.03% | 253 |
|
|
2024
Q4 | $431K | Buy |
41,084
+6,617
| +19% | +$69.5K | 0.09% | 153 |
|
|
2024
Q3 | $344K | Buy |
34,467
+1,108
| +3% | +$11.1K | 0.08% | 154 |
|
|
2024
Q2 | $331K | Buy |
33,359
+27,775
| +497% | +$275K | 0.09% | 154 |
|
|
2024
Q1 | $51.3K | Sell |
5,584
-409
| -7% | -$3.76K | 0.02% | 318 |
|
|
2023
Q4 | $41.5K | Sell |
5,993
-5,991
| -50% | -$41.5K | 0.02% | 356 |
|
|
2023
Q3 | $83.9K | Buy |
11,984
+1,721
| +17% | +$12K | 0.03% | 336 |
|
|
2023
Q2 | $70.4K | Buy |
+10,263
| New | +$70.4K | 0.02% | 230 |
|