Northwestern Mutual Wealth Management’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-61
| Closed | -$544 | – | 4032 |
|
|
2025
Q1 | $544 | Sell |
61
-1,545
| -96% | -$13.8K | ﹤0.01% | 3357 |
|
|
2024
Q4 | $16.9K | Buy |
+1,606
| New | +$16.9K | ﹤0.01% | 2570 |
|
|
2024
Q2 | – | Sell |
-4
| Closed | -$37 | – | 3848 |
|
|
2024
Q1 | $37 | Buy |
+4
| New | +$37 | ﹤0.01% | 3483 |
|
|
2018
Q3 | – | Sell |
-692
| Closed | -$6K | – | 2651 |
|
|
2018
Q2 | $6K | Buy |
+692
| New | +$6K | ﹤0.01% | 1989 |
|
|
2017
Q1 | – | Sell |
-190
| Closed | -$2K | – | 2440 |
|
|
2016
Q4 | $2K | Buy |
+190
| New | +$2K | ﹤0.01% | 2074 |
|
|
2016
Q3 | – | Sell |
-218
| Closed | -$2K | – | 1543 |
|
|
2016
Q2 | $2K | Buy |
218
+28
| +15% | +$257 | ﹤0.01% | 1875 |
|
|
2016
Q1 | $2K | Buy |
190
+189
| +18,900% | +$1.99K | ﹤0.01% | 1917 |
|
|
2015
Q4 | $0 | Sell |
1
-41
| -98% | – | ﹤0.01% | 1871 |
|
|
2015
Q3 | $1K | Buy |
42
+40
| +2,000% | +$952 | ﹤0.01% | 1592 |
|
|
2015
Q2 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1651 |
|