LPL Financial’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $863K | Buy |
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|
2025
Q1 | $455K | Buy |
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|
2024
Q4 | $132K | Buy |
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|
2017
Q4 | – | Sell |
|
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|
2017
Q3 | $110K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $122K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $170K | Buy |
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|
2016
Q1 | $141K | Sell |
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|
2015
Q4 | $207K | Sell |
|
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|
2015
Q3 | $355K | Buy |
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|
2015
Q2 | $452K | Sell |
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|
2015
Q1 | $477K | Buy |
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|
2014
Q4 | $275K | Buy |
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|
2014
Q3 | $179K | Sell |
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|
2014
Q2 | $218K | Buy |
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|
2014
Q1 | $163K | Sell |
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|
2013
Q4 | $870K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $136K | Buy |
|