Ken Fisher’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Buy |
111,643
+7
| +0% | +$81 | ﹤0.01% | 653 |
|
|
2025
Q1 | $996K | Buy |
111,636
+4
| +0% | +$36 | ﹤0.01% | 680 |
|
|
2024
Q4 | $1.17M | Hold |
111,632
| – | – | ﹤0.01% | 640 |
|
|
2024
Q3 | $1.12M | Sell |
111,632
-755
| -0.7% | -$7.54K | ﹤0.01% | 650 |
|
|
2024
Q2 | $1.11M | Buy |
112,387
+755
| +0.7% | +$7.48K | ﹤0.01% | 666 |
|
|
2024
Q1 | $1.03M | Hold |
111,632
| – | – | ﹤0.01% | 684 |
|
|
2023
Q4 | $774K | Hold |
111,632
| – | – | ﹤0.01% | 726 |
|
|
2023
Q3 | $781K | Hold |
111,632
| – | – | ﹤0.01% | 786 |
|
|
2023
Q2 | $766K | Hold |
111,632
| – | – | ﹤0.01% | 823 |
|
|
2023
Q1 | $654K | Sell |
111,632
-1,200
| -1% | -$7.03K | ﹤0.01% | 817 |
|
|
2022
Q4 | $615K | Buy |
112,832
+1,200
| +1% | +$6.54K | ﹤0.01% | 819 |
|
|
2022
Q3 | $522K | Sell |
111,632
-761,000
| -87% | -$3.56M | ﹤0.01% | 746 |
|
|
2022
Q2 | $4.42M | Hold |
872,632
| – | – | ﹤0.01% | 437 |
|
|
2022
Q1 | $5.12M | Sell |
872,632
-51,778
| -6% | -$304K | ﹤0.01% | 448 |
|
|
2021
Q4 | $5.66M | Sell |
924,410
-706
| -0.1% | -$4.32K | ﹤0.01% | 446 |
|
|
2021
Q3 | $5.25M | Sell |
925,116
-41,073
| -4% | -$233K | ﹤0.01% | 425 |
|
|
2021
Q2 | $5.99M | Sell |
966,189
-12,973
| -1% | -$80.4K | ﹤0.01% | 410 |
|
|
2021
Q1 | $6.12M | Hold |
979,162
| – | – | ﹤0.01% | 406 |
|
|
2020
Q4 | $5.24M | Buy |
979,162
+183,609
| +23% | +$982K | ﹤0.01% | 412 |
|
|
2020
Q3 | $2.55M | Sell |
795,553
-800
| -0.1% | -$2.56K | ﹤0.01% | 459 |
|
|
2020
Q2 | $2.76M | Buy |
796,353
+800
| +0.1% | +$2.78K | ﹤0.01% | 448 |
|
|
2020
Q1 | $1.85M | Sell |
795,553
-185,535
| -19% | -$432K | ﹤0.01% | 453 |
|
|
2019
Q4 | $4.75M | Hold |
981,088
| – | – | ﹤0.01% | 397 |
|
|
2019
Q3 | $5.13M | Buy |
981,088
+17,592
| +2% | +$91.9K | 0.01% | 436 |
|
|
2019
Q2 | $5.95M | Hold |
963,496
| – | – | 0.01% | 413 |
|
|
2019
Q1 | $6.8M | Sell |
963,496
-114,481
| -11% | -$808K | 0.01% | 388 |
|
|
2018
Q4 | $7.17M | Buy |
1,077,977
+20
| +0% | +$133 | 0.01% | 375 |
|
|
2018
Q3 | $9.14M | Hold |
1,077,957
| – | – | 0.01% | 361 |
|
|
2018
Q2 | $9.79M | Hold |
1,077,957
| – | – | 0.01% | 350 |
|
|
2018
Q1 | $9.89M | Sell |
1,077,957
-40,684
| -4% | -$373K | 0.01% | 343 |
|
|
2017
Q4 | $14M | Buy |
1,118,641
+20,656
| +2% | +$259K | 0.02% | 312 |
|
|
2017
Q3 | $11.2M | Hold |
1,097,985
| – | – | 0.02% | 318 |
|
|
2017
Q2 | $11.2M | Buy |
+1,097,985
| New | +$11.2M | 0.02% | 313 |
|