LPL Financial’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $863K | Buy |
74,955
+23,902
| +47% | +$275K | ﹤0.01% | 3846 |
|
|
2025
Q1 | $455K | Buy |
51,053
+38,452
| +305% | +$343K | ﹤0.01% | 4181 |
|
|
2024
Q4 | $132K | Buy |
+12,601
| New | +$132K | ﹤0.01% | 4809 |
|
|
2017
Q4 | – | Sell |
-10,781
| Closed | -$110K | – | 3055 |
|
|
2017
Q3 | $110K | Buy |
+10,781
| New | +$110K | ﹤0.01% | 2756 |
|
|
2017
Q1 | – | Sell |
-10,273
| Closed | -$122K | – | 2818 |
|
|
2016
Q4 | $122K | Buy |
+10,273
| New | +$122K | ﹤0.01% | 2566 |
|
|
2016
Q3 | – | Sell |
-18,222
| Closed | -$170K | – | 2740 |
|
|
2016
Q2 | $170K | Buy |
18,222
+4,680
| +35% | +$43.7K | ﹤0.01% | 2414 |
|
|
2016
Q1 | $141K | Sell |
13,542
-88
| -0.6% | -$916 | ﹤0.01% | 2883 |
|
|
2015
Q4 | $207K | Sell |
13,630
-8,479
| -38% | -$129K | ﹤0.01% | 2800 |
|
|
2015
Q3 | $355K | Buy |
22,109
+1,506
| +7% | +$24.2K | ﹤0.01% | 2067 |
|
|
2015
Q2 | $452K | Sell |
20,603
-1,969
| -9% | -$43.2K | ﹤0.01% | 1976 |
|
|
2015
Q1 | $477K | Buy |
22,572
+5,049
| +29% | +$107K | ﹤0.01% | 1880 |
|
|
2014
Q4 | $275K | Buy |
17,523
+1,522
| +10% | +$23.9K | ﹤0.01% | 2245 |
|
|
2014
Q3 | $179K | Sell |
16,001
-1,598
| -9% | -$17.9K | ﹤0.01% | 2501 |
|
|
2014
Q2 | $218K | Buy |
17,599
+5,172
| +42% | +$64.1K | ﹤0.01% | 2423 |
|
|
2014
Q1 | $163K | Sell |
12,427
-36,702
| -75% | -$481K | ﹤0.01% | 2498 |
|
|
2013
Q4 | $870K | Buy |
+49,129
| New | +$870K | 0.01% | 1331 |
|
|
2013
Q3 | – | Sell |
-11,757
| Closed | -$136K | – | 2590 |
|
|
2013
Q2 | $136K | Buy |
+11,757
| New | +$136K | ﹤0.01% | 2288 |
|