New England Research & Management’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-44,400
| Closed | -$377K | – | 189 |
|
|
2018
Q3 | $377K | Sell |
44,400
-28,150
| -39% | -$239K | 0.25% | 116 |
|
|
2018
Q2 | $659K | Sell |
72,550
-19,140
| -21% | -$174K | 0.44% | 88 |
|
|
2018
Q1 | $841K | Buy |
91,690
+10,390
| +13% | +$95.3K | 0.56% | 71 |
|
|
2017
Q4 | $1.02M | Buy |
81,300
+5,050
| +7% | +$63.4K | 0.73% | 52 |
|
|
2017
Q3 | $776K | Buy |
76,250
+3,800
| +5% | +$38.7K | 0.57% | 68 |
|
|
2017
Q2 | $737K | Buy |
72,450
+17,150
| +31% | +$174K | 0.55% | 71 |
|
|
2017
Q1 | $502K | Buy |
55,300
+20,750
| +60% | +$188K | 0.39% | 86 |
|
|
2016
Q4 | $385K | Buy |
+34,550
| New | +$385K | 0.3% | 114 |
|