Mackenzie 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 | – | Sell |
-62,115
| Closed | -$554K | – | 1796 |
|
|
2025
Q1 | $554K | Sell |
62,115
-15,649
| -20% | -$140K | ﹤0.01% | 1167 |
|
|
2024
Q4 | $817K | Buy |
77,764
+56,552
| +267% | +$594K | ﹤0.01% | 997 |
|
|
2024
Q3 | $212K | Buy |
21,212
+531
| +3% | +$5.31K | ﹤0.01% | 1358 |
|
|
2024
Q2 | $205K | Sell |
20,681
-196
| -0.9% | -$1.94K | ﹤0.01% | 1331 |
|
|
2024
Q1 | $192K | Buy |
+20,877
| New | +$192K | ﹤0.01% | 1351 |
|
|
2023
Q4 | – | Sell |
-23,120
| Closed | -$156K | – | 1590 |
|
|
2023
Q3 | $156K | Buy |
+23,120
| New | +$156K | ﹤0.01% | 1303 |
|
|
2023
Q1 | – | Sell |
-28,382
| Closed | -$155K | – | 1622 |
|
|
2022
Q4 | $155K | Buy |
+28,382
| New | +$155K | ﹤0.01% | 1285 |
|
|
2022
Q3 | – | Sell |
-45,915
| Closed | -$233K | – | 1524 |
|
|
2022
Q2 | $233K | Buy |
45,915
+1,743
| +4% | +$8.85K | ﹤0.01% | 1218 |
|
|
2022
Q1 | $259K | Buy |
44,172
+368
| +0.8% | +$2.16K | ﹤0.01% | 1190 |
|
|
2021
Q4 | $268K | Sell |
43,804
-840
| -2% | -$5.14K | ﹤0.01% | 1197 |
|
|
2021
Q3 | $253K | Buy |
44,644
+3,338
| +8% | +$18.9K | ﹤0.01% | 1212 |
|
|
2021
Q2 | $256K | Buy |
+41,306
| New | +$256K | ﹤0.01% | 1099 |
|
|
2018
Q4 | – | Sell |
-393,200
| Closed | -$3.33M | – | 1250 |
|
|
2018
Q3 | $3.33M | Hold |
393,200
| – | – | 0.01% | 558 |
|
|
2018
Q2 | $3.57M | Hold |
393,200
| – | – | 0.01% | 512 |
|
|
2018
Q1 | $3.61M | Buy |
393,200
+263,200
| +202% | +$2.41M | 0.01% | 482 |
|
|
2017
Q4 | $1.63M | Buy |
+130,000
| New | +$1.63M | ﹤0.01% | 555 |
|
|
2014
Q4 | – | Sell |
-31,900
| Closed | -$363K | – | 759 |
|
|
2014
Q3 | $363K | Buy |
+31,900
| New | +$363K | ﹤0.01% | 649 |
|