MPWT
MassMutual Private Wealth & Trust’s WisdomTree WT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.71K | Buy |
235
+129
| +122% | +$1.49K | ﹤0.01% | 1863 |
|
|
2025
Q1 | $946 | Hold |
106
| – | – | ﹤0.01% | 2140 |
|
|
2024
Q4 | $1.11K | Hold |
106
| – | – | ﹤0.01% | 1999 |
|
|
2024
Q3 | $1.06K | Hold |
106
| – | – | ﹤0.01% | 1842 |
|
|
2024
Q2 | $1.05K | Hold |
106
| – | – | ﹤0.01% | 1805 |
|
|
2024
Q1 | $974 | Buy |
106
+23
| +28% | +$211 | ﹤0.01% | 1708 |
|
|
2023
Q4 | $575 | Buy |
+83
| New | +$575 | ﹤0.01% | 1791 |
|
|
2021
Q2 | – | Sell |
-5,000
| Closed | -$31K | – | 1309 |
|
|
2021
Q1 | $31K | Hold |
5,000
| – | – | ﹤0.01% | 481 |
|
|
2020
Q4 | $27K | Hold |
5,000
| – | – | ﹤0.01% | 501 |
|
|
2020
Q3 | $16K | Hold |
5,000
| – | – | ﹤0.01% | 529 |
|
|
2020
Q2 | $17K | Hold |
5,000
| – | – | ﹤0.01% | 494 |
|
|
2020
Q1 | $12K | Hold |
5,000
| – | – | ﹤0.01% | 503 |
|
|
2019
Q4 | $24K | Hold |
5,000
| – | – | ﹤0.01% | 512 |
|
|
2019
Q3 | $26K | Hold |
5,000
| – | – | ﹤0.01% | 487 |
|
|
2019
Q2 | $31K | Hold |
5,000
| – | – | ﹤0.01% | 464 |
|
|
2019
Q1 | $35.3K | Sell |
5,000
-120
| -2% | -$847 | ﹤0.01% | 460 |
|
|
2018
Q4 | $34K | Buy |
5,120
+120
| +2% | +$798 | ﹤0.01% | 445 |
|
|
2018
Q3 | $42.4K | Hold |
5,000
| – | – | ﹤0.01% | 438 |
|
|
2018
Q2 | $45.4K | Hold |
5,000
| – | – | ﹤0.01% | 425 |
|
|
2018
Q1 | $45.9K | Hold |
5,000
| – | – | ﹤0.01% | 418 |
|
|
2017
Q4 | $62.8K | Sell |
5,000
-275
| -5% | -$3.45K | 0.01% | 424 |
|
|
2017
Q3 | $53.7K | Buy |
5,275
+275
| +6% | +$2.8K | ﹤0.01% | 503 |
|
|
2017
Q2 | $50.9K | Hold |
5,000
| – | – | ﹤0.01% | 479 |
|
|
2017
Q1 | $45.4K | Hold |
5,000
| – | – | ﹤0.01% | 485 |
|
|
2016
Q4 | $55.7K | Buy |
+5,000
| New | +$55.7K | 0.01% | 346 |
|
|
2016
Q2 | $49K | Buy |
+5,000
| New | +$49K | 0.01% | 405 |
|
|
2016
Q1 | – | Sell |
-67
| Closed | -$1.05K | – | 958 |
|
|
2015
Q4 | $1.05K | Sell |
67
-11,728
| -99% | -$184K | ﹤0.01% | 710 |
|
|
2015
Q3 | $134K | Buy |
11,795
+876
| +8% | +$9.97K | 0.03% | 298 |
|
|
2015
Q2 | $135K | Buy |
10,919
+2,423
| +29% | +$29.9K | 0.03% | 296 |
|
|
2015
Q1 | $182K | Buy |
+8,496
| New | +$182K | 0.03% | 289 |
|
|
2014
Q4 | – | Sell |
-11,795
| Closed | -$134K | – | 822 |
|
|
2014
Q3 | $134K | Buy |
+11,795
| New | +$134K | 0.03% | 293 |
|