Nisa Investment Advisors’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.2K | Buy |
1,322
+1,172
| +781% | +$13.5K | ﹤0.01% | 2074 |
|
|
2025
Q1 | $1.34K | Hold |
150
| – | – | ﹤0.01% | 2564 |
|
|
2024
Q4 | $1.58K | Hold |
150
| – | – | ﹤0.01% | 2564 |
|
|
2024
Q3 | $1.5K | Hold |
150
| – | – | ﹤0.01% | 2478 |
|
|
2024
Q2 | $1.49K | Hold |
150
| – | – | ﹤0.01% | 2423 |
|
|
2024
Q1 | $1.38K | Hold |
150
| – | – | ﹤0.01% | 2300 |
|
|
2023
Q4 | $1.04K | Hold |
150
| – | – | ﹤0.01% | 2259 |
|
|
2023
Q3 | $1.05K | Hold |
150
| – | – | ﹤0.01% | 2392 |
|
|
2023
Q2 | $1.03K | Hold |
150
| – | – | ﹤0.01% | 2432 |
|
|
2023
Q1 | $1K | Hold |
150
| – | – | ﹤0.01% | 2482 |
|
|
2022
Q4 | $1K | Hold |
150
| – | – | ﹤0.01% | 2532 |
|
|
2022
Q3 | $1K | Buy |
+150
| New | +$1K | ﹤0.01% | 2529 |
|
|
2021
Q2 | – | Sell |
-10
| Closed | – | – | 2393 |
|
|
2021
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 2322 |
|
|
2020
Q4 | $0 | Sell |
10
-13,350
| -100% | – | ﹤0.01% | 2362 |
|
|
2020
Q3 | $43K | Buy |
13,360
+9,550
| +251% | +$30.7K | ﹤0.01% | 1851 |
|
|
2020
Q2 | $13K | Buy |
3,810
+2,360
| +163% | +$8.05K | ﹤0.01% | 1869 |
|
|
2020
Q1 | $3K | Sell |
1,450
-885
| -38% | -$1.83K | ﹤0.01% | 2024 |
|
|
2019
Q4 | $11K | Buy |
2,335
+885
| +61% | +$4.17K | ﹤0.01% | 1815 |
|
|
2019
Q3 | $8K | Buy |
1,450
+630
| +77% | +$3.48K | ﹤0.01% | 1838 |
|
|
2019
Q2 | $5K | Hold |
820
| – | – | ﹤0.01% | 1902 |
|
|
2019
Q1 | $6K | Hold |
820
| – | – | ﹤0.01% | 1881 |
|
|
2018
Q4 | $5K | Hold |
820
| – | – | ﹤0.01% | 1820 |
|
|
2018
Q3 | $7K | Sell |
820
-480
| -37% | -$4.1K | ﹤0.01% | 1815 |
|
|
2018
Q2 | $12K | Buy |
1,300
+500
| +63% | +$4.62K | ﹤0.01% | 1685 |
|
|
2018
Q1 | $7K | Hold |
800
| – | – | ﹤0.01% | 1746 |
|
|
2017
Q4 | $10K | Sell |
800
-700
| -47% | -$8.75K | ﹤0.01% | 1744 |
|
|
2017
Q3 | $15K | Hold |
1,500
| – | – | ﹤0.01% | 1621 |
|
|
2017
Q2 | $15K | Buy |
+1,500
| New | +$15K | ﹤0.01% | 1578 |
|
|
2017
Q1 | – | Sell |
-1,000
| Closed | -$11K | – | 1903 |
|
|
2016
Q4 | $11K | Sell |
1,000
-1,900
| -66% | -$20.9K | ﹤0.01% | 1790 |
|
|
2016
Q3 | $30K | Buy |
2,900
+1,400
| +93% | +$14.5K | ﹤0.01% | 1517 |
|
|
2016
Q2 | $15K | Hold |
1,500
| – | – | ﹤0.01% | 1713 |
|
|
2016
Q1 | $17K | Buy |
+1,500
| New | +$17K | ﹤0.01% | 1663 |
|