Mutual of America Capital Management’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $171K | Sell |
14,886
-1,778
| -11% | -$20.5K | ﹤0.01% | 1324 |
|
|
2025
Q1 | $149K | Sell |
16,664
-670
| -4% | -$5.98K | ﹤0.01% | 1377 |
|
|
2024
Q4 | $182K | Sell |
17,334
-568
| -3% | -$5.96K | ﹤0.01% | 1393 |
|
|
2024
Q3 | $179K | Sell |
17,902
-448
| -2% | -$4.48K | ﹤0.01% | 1409 |
|
|
2024
Q2 | $182K | Sell |
18,350
-673
| -4% | -$6.67K | ﹤0.01% | 1409 |
|
|
2024
Q1 | $175K | Sell |
19,023
-304
| -2% | -$2.79K | ﹤0.01% | 1425 |
|
|
2023
Q4 | $134K | Sell |
19,327
-696
| -3% | -$4.82K | ﹤0.01% | 1442 |
|
|
2023
Q3 | $140K | Sell |
20,023
-2,133
| -10% | -$14.9K | ﹤0.01% | 1410 |
|
|
2023
Q2 | $152K | Sell |
22,156
-775
| -3% | -$5.32K | ﹤0.01% | 1437 |
|
|
2023
Q1 | $134K | Sell |
22,931
-424
| -2% | -$2.49K | ﹤0.01% | 1433 |
|
|
2022
Q4 | $127K | Buy |
23,355
+1,192
| +5% | +$6.5K | ﹤0.01% | 1425 |
|
|
2022
Q3 | $104K | Buy |
22,163
+3,702
| +20% | +$17.4K | ﹤0.01% | 1517 |
|
|
2022
Q2 | $94K | Buy |
18,461
+2,779
| +18% | +$14.2K | ﹤0.01% | 1513 |
|
|
2022
Q1 | $92K | Buy |
15,682
+811
| +5% | +$4.76K | ﹤0.01% | 1539 |
|
|
2021
Q4 | $91K | Buy |
14,871
+358
| +2% | +$2.19K | ﹤0.01% | 1550 |
|
|
2021
Q3 | $82K | Sell |
14,513
-1,437
| -9% | -$8.12K | ﹤0.01% | 1573 |
|
|
2021
Q2 | $99K | Buy |
15,950
+944
| +6% | +$5.86K | ﹤0.01% | 1566 |
|
|
2021
Q1 | $94K | Buy |
15,006
+1,120
| +8% | +$7.02K | ﹤0.01% | 1566 |
|
|
2020
Q4 | $74K | Buy |
13,886
+412
| +3% | +$2.2K | ﹤0.01% | 1553 |
|
|
2020
Q3 | $43K | Buy |
13,474
+7,723
| +134% | +$24.6K | ﹤0.01% | 1575 |
|
|
2020
Q2 | $20K | Buy |
5,751
+433
| +8% | +$1.51K | ﹤0.01% | 1553 |
|
|
2020
Q1 | $12K | Buy |
5,318
+1,105
| +26% | +$2.49K | ﹤0.01% | 1575 |
|
|
2019
Q4 | $20K | Sell |
4,213
-169
| -4% | -$802 | ﹤0.01% | 1566 |
|
|
2019
Q3 | $23K | Buy |
4,382
+166
| +4% | +$871 | ﹤0.01% | 1545 |
|
|
2019
Q2 | $26K | Buy |
4,216
+852
| +25% | +$5.25K | ﹤0.01% | 1513 |
|
|
2019
Q1 | $24K | Buy |
3,364
+469
| +16% | +$3.35K | ﹤0.01% | 1485 |
|
|
2018
Q4 | $19K | Buy |
2,895
+703
| +32% | +$4.61K | ﹤0.01% | 1476 |
|
|
2018
Q3 | $19K | Buy |
2,192
+1,765
| +413% | +$15.3K | ﹤0.01% | 1495 |
|
|
2018
Q2 | $4K | Buy |
+427
| New | +$4K | ﹤0.01% | 1478 |
|
|
2017
Q1 | – | Sell |
-93,320
| Closed | -$1.04M | – | 1231 |
|
|
2016
Q4 | $1.04M | Buy |
93,320
+9,246
| +11% | +$103K | 0.02% | 1025 |
|
|
2016
Q3 | $865K | Buy |
84,074
+2,342
| +3% | +$24.1K | 0.02% | 1050 |
|
|
2016
Q2 | $800K | Buy |
81,732
+7,032
| +9% | +$68.8K | 0.02% | 1058 |
|
|
2016
Q1 | $854K | Buy |
74,700
+744
| +1% | +$8.51K | 0.02% | 1023 |
|
|
2015
Q4 | $1.16M | Sell |
73,956
-2,378
| -3% | -$37.3K | 0.03% | 928 |
|
|
2015
Q3 | $1.23M | Buy |
76,334
+3,930
| +5% | +$63.4K | 0.03% | 889 |
|
|
2015
Q2 | $1.59M | Buy |
+72,404
| New | +$1.59M | 0.03% | 813 |
|
|
2014
Q3 | – | Sell |
-135,095
| Closed | -$1.67M | – | 1273 |
|
|
2014
Q2 | $1.67M | Buy |
+135,095
| New | +$1.67M | 0.04% | 786 |
|