LMCG Investments’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-492,557
| Closed | -$10.6M | – | 546 |
|
|
2015
Q1 | $10.6M | Buy |
492,557
+196,804
| +67% | +$4.22M | 0.22% | 186 |
|
|
2014
Q4 | $4.64M | Sell |
295,753
-169,484
| -36% | -$2.66M | 0.1% | 282 |
|
|
2014
Q3 | $5.29M | Buy |
465,237
+1,996
| +0.4% | +$22.7K | 0.12% | 265 |
|
|
2014
Q2 | $5.73M | Buy |
463,241
+363,845
| +366% | +$4.5M | 0.12% | 268 |
|
|
2014
Q1 | $1.3M | Sell |
99,396
-11,848
| -11% | -$155K | 0.03% | 366 |
|
|
2013
Q4 | $1.97M | Buy |
111,244
+29,233
| +36% | +$518K | 0.04% | 332 |
|
|
2013
Q3 | $951K | Buy |
+82,011
| New | +$951K | 0.02% | 360 |
|