Pathstone Holdings’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $256K | Buy |
22,224
+3,470
| +19% | +$39.9K | ﹤0.01% | 1978 |
|
|
2025
Q1 | $167K | Buy |
18,754
+1,604
| +9% | +$14.3K | ﹤0.01% | 2096 |
|
|
2024
Q4 | $180K | Sell |
17,150
-1,829
| -10% | -$19.2K | ﹤0.01% | 2190 |
|
|
2024
Q3 | $190K | Hold |
18,979
| – | – | ﹤0.01% | 2176 |
|
|
2024
Q2 | $188K | Buy |
18,979
+625
| +3% | +$6.19K | ﹤0.01% | 2158 |
|
|
2024
Q1 | $169K | Buy |
+18,354
| New | +$169K | ﹤0.01% | 2163 |
|