Occudo Quantitative Strategies’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-24,764
| Closed | -$247K | – | 993 |
|
|
2024
Q3 | $247K | Buy |
+24,764
| New | +$247K | 0.05% | 526 |
|
|
2023
Q1 | – | Sell |
-77,706
| Closed | -$423K | – | 1228 |
|
|
2022
Q4 | $423K | Sell |
77,706
-12,690
| -14% | -$69.2K | 0.05% | 556 |
|
|
2022
Q3 | $423K | Sell |
90,396
-22,379
| -20% | -$105K | 0.03% | 720 |
|
|
2022
Q2 | $572K | Buy |
112,775
+12,062
| +12% | +$61.2K | 0.05% | 574 |
|
|
2022
Q1 | $591K | Buy |
100,713
+70,427
| +233% | +$413K | 0.05% | 579 |
|
|
2021
Q4 | $185K | Buy |
30,286
+5,486
| +22% | +$33.5K | 0.02% | 903 |
|
|
2021
Q3 | $141K | Buy |
24,800
+7,890
| +47% | +$44.9K | 0.02% | 897 |
|
|
2021
Q2 | $105K | Buy |
+16,910
| New | +$105K | 0.02% | 788 |
|