Oppenheimer & Co’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $745K | Sell |
64,700
-5,350
| -8% | -$61.6K | 0.01% | 985 |
|
|
2025
Q1 | $625K | Buy |
70,050
+3,359
| +5% | +$30K | 0.01% | 1003 |
|
|
2024
Q4 | $700K | Buy |
66,691
+33,191
| +99% | +$349K | 0.01% | 937 |
|
|
2024
Q3 | $335K | Buy |
33,500
+1,000
| +3% | +$9.99K | 0.01% | 1178 |
|
|
2024
Q2 | $322K | Buy |
32,500
+11,000
| +51% | +$109K | 0.01% | 1167 |
|
|
2024
Q1 | $198K | Buy |
+21,500
| New | +$198K | ﹤0.01% | 1346 |
|
|
2014
Q3 | – | Sell |
-26,219
| Closed | -$325K | – | 1495 |
|
|
2014
Q2 | $325K | Buy |
+26,219
| New | +$325K | 0.01% | 1020 |
|
|
2014
Q1 | – | Sell |
-29,913
| Closed | -$529K | – | 1479 |
|
|
2013
Q4 | $529K | Buy |
+29,913
| New | +$529K | 0.02% | 793 |
|
|
2013
Q3 | – | Sell |
-35,452
| Closed | -$410K | – | 1375 |
|
|
2013
Q2 | $410K | Buy |
+35,452
| New | +$410K | 0.02% | 793 |
|