Nicholas Investment Partners’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-726,427
| Closed | -$7.63M | – | 238 |
|
|
2024
Q4 | $7.63M | Buy |
726,427
+31,446
| +5% | +$330K | 0.67% | 44 |
|
|
2024
Q3 | $6.94M | Buy |
694,981
+380,070
| +121% | +$3.8M | 0.64% | 48 |
|
|
2024
Q2 | $3.12M | Buy |
314,911
+2,931
| +0.9% | +$29K | 0.32% | 120 |
|
|
2024
Q1 | $2.87M | Buy |
+311,980
| New | +$2.87M | 0.29% | 127 |
|
|
2023
Q4 | – | Sell |
-433,141
| Closed | -$3.03M | – | 213 |
|
|
2023
Q3 | $3.03M | Buy |
433,141
+234,095
| +118% | +$1.64M | 0.23% | 103 |
|
|
2023
Q2 | $1.37M | Buy |
+199,046
| New | +$1.37M | 0.09% | 155 |
|