Oppenheimer Asset Management’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,984
| Closed | -$10K | – | 1654 |
|
|
2019
Q4 | $10K | Sell |
1,984
-140
| -7% | -$706 | ﹤0.01% | 1501 |
|
|
2019
Q3 | $11K | Buy |
2,124
+539
| +34% | +$2.79K | ﹤0.01% | 1499 |
|
|
2019
Q2 | $10K | Buy |
1,585
+734
| +86% | +$4.63K | ﹤0.01% | 1525 |
|
|
2019
Q1 | $6K | Buy |
+851
| New | +$6K | ﹤0.01% | 1522 |
|
|
2017
Q4 | – | Sell |
-111
| Closed | -$1K | – | 1499 |
|
|
2017
Q3 | $1K | Buy |
111
+17
| +18% | +$153 | ﹤0.01% | 1660 |
|
|
2017
Q2 | $1K | Buy |
94
+14
| +18% | +$149 | ﹤0.01% | 1650 |
|
|
2017
Q1 | $1K | Buy |
+80
| New | +$1K | ﹤0.01% | 1670 |
|