LPL Financial’s WisdomTree Trust WisdomTree Strategic Corporate Bond Fund CRDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-3,628
| Closed | -$275K | – | 2975 |
|
|
2017
Q2 | $275K | Sell |
3,628
-1,397
| -28% | -$106K | ﹤0.01% | 2357 |
|
|
2017
Q1 | $375K | Buy |
+5,025
| New | +$375K | ﹤0.01% | 2040 |
|
|
2016
Q4 | – | Sell |
-2,715
| Closed | -$206K | – | 2835 |
|
|
2016
Q3 | $206K | Buy |
+2,715
| New | +$206K | ﹤0.01% | 2391 |
|
|
2015
Q2 | – | Sell |
-7,421
| Closed | -$562K | – | 2988 |
|
|
2015
Q1 | $562K | Buy |
+7,421
| New | +$562K | ﹤0.01% | 1769 |
|