Personal CFO Solutions’s WisdomTree WT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$154K Buy
13,422
+986
+8% +$11.3K 0.03% 473
2025
Q1
$111K Buy
+12,436
New +$111K 0.02% 445