Massachusetts Financial Services’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $19.6M | Sell |
1,344,172
-1,017,793
| -43% | -$15.7M | 0.01% | 647 |
|
|
2025
Q4 | $28.8M | Sell |
2,361,965
-203,739
| -8% | -$2.46M | 0.01% | 585 |
|
|
2025
Q3 | $35.7M | Sell |
2,565,704
-1,012,895
| -28% | -$13.5M | 0.01% | 531 |
|
|
2025
Q2 | $41.2M | Sell |
3,578,599
-120,245
| -3% | -$1.13M | 0.01% | 507 |
|
|
2025
Q1 | $33M | Buy |
3,698,844
+13,746
| +0.4% | +$128K | 0.01% | 520 |
|
|
2024
Q4 | $38.7M | Sell |
3,685,098
-837,274
| -19% | -$9.06M | 0.01% | 501 |
|
|
2024
Q3 | $45.2M | Sell |
4,522,372
-124,848
| -3% | -$1.27M | 0.01% | 482 |
|
|
2024
Q2 | $46.1M | Sell |
4,647,220
-295,315
| -6% | -$2.78M | 0.01% | 461 |
|
|
2024
Q1 | $45.4M | Sell |
4,942,535
-24,016
| -0.5% | -$184K | 0.01% | 473 |
|
|
2023
Q4 | $34.4M | Buy |
4,966,551
+4,162
| +0.1% | +$27.6K | 0.01% | 508 |
|
|
2023
Q3 | $34.7M | Buy |
4,962,389
+8,420
| +0.2% | +$58.9K | 0.01% | 490 |
|
|
2023
Q2 | $34M | Sell |
4,953,969
-3,814,318
| -44% | -$25.5M | 0.01% | 489 |
|
|
2023
Q1 | $51.4M | Sell |
8,768,287
-5,562
| -0.1% | -$32.4K | 0.02% | 433 |
|
|
2022
Q4 | $47.8M | Buy |
8,773,849
+28,333
| +0.3% | +$147K | 0.02% | 445 |
|
|
2022
Q3 | $40.9M | Buy |
8,745,516
+600,966
| +7% | +$3.07M | 0.02% | 473 |
|
|
2022
Q2 | $41.3M | Buy |
8,144,550
+547,728
| +7% | +$3.14M | 0.01% | 477 |
|
|
2022
Q1 | $44.6M | Buy |
7,596,822
+143,014
| +2% | +$817K | 0.01% | 498 |
|
|
2021
Q4 | $45.6M | Sell |
7,453,808
-447,406
| -6% | -$2.77M | 0.01% | 510 |
|
|
2021
Q3 | $44.8M | Sell |
7,901,214
-106,182
| -1% | -$652K | 0.01% | 521 |
|
|
2021
Q2 | $49.6M | Sell |
8,007,396
-23,357
| -0.3% | -$154K | 0.01% | 509 |
|
|
2021
Q1 | $50.2M | Buy |
8,030,753
+2,030,232
| +34% | +$11.6M | 0.02% | 494 |
|
|
2020
Q4 | $32.1M | Buy |
6,000,521
+785,052
| +15% | +$3.38M | 0.01% | 538 |
|
|
2020
Q3 | $16.7M | Sell |
5,215,469
-127,016
| -2% | -$458K | 0.01% | 587 |
|
|
2020
Q2 | $18.5M | Buy |
5,342,485
+3,293,994
| +161% | +$10M | 0.01% | 557 |
|
|
2020
Q1 | $4.77M | Sell |
2,048,491
-47,178
| -2% | -$183K | ﹤0.01% | 635 |
|
|
2019
Q4 | $10.1M | Buy |
2,095,669
+636
| +0% | +$3.16K | ﹤0.01% | 605 |
|
|
2019
Q3 | $10.9M | Sell |
2,095,033
-7,982
| -0.4% | -$45.1K | ﹤0.01% | 601 |
|
|
2019
Q2 | $13M | Buy |
2,103,015
+12,344
| +0.6% | +$83.8K | 0.01% | 596 |
|
|
2019
Q1 | $14.8M | Buy |
2,090,671
+190,044
| +10% | +$1.31M | 0.01% | 571 |
|
|
2018
Q4 | $12.6M | Buy |
1,900,627
+39,667
| +2% | +$288K | 0.01% | 564 |
|
|
2018
Q3 | $15.8M | Buy |
1,860,960
+228,695
| +14% | +$1.94M | 0.01% | 563 |
|
|
2018
Q2 | $14.8M | Buy |
1,632,265
+170,833
| +12% | +$1.78M | 0.01% | 571 |
|
|
2018
Q1 | $13.4M | Buy |
1,461,432
+833,142
| +133% | +$9M | 0.01% | 568 |
|
|
2017
Q4 | $7.88M | Buy |
+628,290
| New | +$7.21M | ﹤0.01% | 640 |
|
Other funds holding WT
VPM
ACL
VCM
SCM