Orinda Asset Management’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q4 | – | Sell |
-6,305
| Closed | -$102K | – | 140 |
|
2015
Q3 | $102K | Buy |
6,305
+1,754
| +39% | +$28.4K | 0.13% | 93 |
|
2015
Q2 | $100K | Sell |
4,551
-2,406
| -35% | -$52.9K | 0.11% | 96 |
|
2015
Q1 | $149K | Sell |
6,957
-8,939
| -56% | -$191K | 0.16% | 74 |
|
2014
Q4 | $249K | Buy |
+15,896
| New | +$249K | 0.28% | 52 |
|