James Investment Research’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $621K | Sell |
53,971
-10,235
| -16% | -$118K | 0.07% | 198 |
|
|
2025
Q1 | $573K | Sell |
64,206
-22,240
| -26% | -$198K | 0.07% | 196 |
|
|
2024
Q4 | $908K | Buy |
86,446
+6,726
| +8% | +$70.6K | 0.11% | 159 |
|
|
2024
Q3 | $796K | Buy |
79,720
+30,815
| +63% | +$308K | 0.09% | 180 |
|
|
2024
Q2 | $485K | Buy |
+48,905
| New | +$485K | 0.06% | 217 |
|