MCM
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MAI Capital Management’s WisdomTree WT Stock Holding History

MAI Capital Management’s Portfolio WT Stock Details WT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.72K Buy
236
+35
+17% +$403 ﹤0.01% 3131
2025
Q1 		$1.79K Hold
201
– – ﹤0.01% 2822
2024
Q4 		$2.11K Buy
+201
New +$2.11K ﹤0.01% 2853