JCIA
Jackson Creek Investment Advisors’s WisdomTree WT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-175,681
| Closed | -$1.85M | – | 385 |
|
|
2024
Q4 | $1.85M | Sell |
175,681
-5,458
| -3% | -$57.3K | 0.56% | 25 |
|
|
2024
Q3 | $1.81M | Buy |
181,139
+40,462
| +29% | +$404K | 0.54% | 31 |
|
|
2024
Q2 | $1.39M | Sell |
140,677
-257
| -0.2% | -$2.55K | 0.51% | 29 |
|
|
2024
Q1 | $1.3M | Buy |
+140,934
| New | +$1.3M | 0.46% | 38 |
|