NewEdge Advisors’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Hold |
0
| – | – | – | 4185 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 4226 |
|
|
2021
Q3 | – | Sell |
-19,161
| Closed | -$119K | – | 1234 |
|
|
2021
Q2 | $119K | Buy |
19,161
+1,606
| +9% | +$9.97K | ﹤0.01% | 1090 |
|
|
2021
Q1 | $110K | Buy |
+17,555
| New | +$110K | ﹤0.01% | 982 |
|
|
2017
Q3 | – | Sell |
-200
| Closed | -$2.12K | – | 1134 |
|
|
2017
Q2 | $2.12K | Buy |
+200
| New | +$2.12K | ﹤0.01% | 1301 |
|