NorthCrest Asset Manangement’s WisdomTree WT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$220K Sell
17,611
-16,713
-49% -$209K 0.01% 590
2025
Q1
$306K Buy
34,324
+362
+1% +$3.23K 0.01% 513
2024
Q4
$357K Buy
33,962
+35
+0.1% +$368 0.01% 453
2024
Q3
$339K Hold
33,927
0.01% 462
2024
Q2
$336K Buy
+33,927
New +$336K 0.01% 439