Montag & Associates’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-52,490
| Closed | -$1.13M | – | 257 |
|
|
2015
Q1 | $1.13M | Sell |
52,490
-104,330
| -67% | -$2.24M | 0.16% | 140 |
|
|
2014
Q4 | $2.46M | Buy |
156,820
+146,657
| +1,443% | +$2.3M | 0.37% | 91 |
|
|
2014
Q3 | $116K | Buy |
+10,163
| New | +$116K | 0.02% | 234 |
|
|
2014
Q1 | – | Sell |
-15,870
| Closed | -$281K | – | 244 |
|
|
2013
Q4 | $281K | Buy |
+15,870
| New | +$281K | 0.05% | 192 |
|