Jupiter Asset Management’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-40,769
| Closed | -$407K | – | 490 |
|
|
2024
Q3 | $407K | Sell |
40,769
-14,433
| -26% | -$144K | ﹤0.01% | 379 |
|
|
2024
Q2 | $547K | Hold |
55,202
| – | – | 0.01% | 353 |
|
|
2024
Q1 | $507K | Buy |
+55,202
| New | +$507K | ﹤0.01% | 392 |
|
|
2014
Q1 | – | Sell |
-40,290
| Closed | -$714K | – | 252 |
|
|
2013
Q4 | $714K | Buy |
+40,290
| New | +$714K | 0.03% | 187 |
|