Petrus Trust Company’s WisdomTree WT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-27,327	Closed	-$244K	–	763
2025 Q1	$244K	Hold	27,327	–	–	0.02%	473
2024 Q4	$287K	Hold	27,327	–	–	0.03%	444
2024 Q3	$273K	Buy	27,327 +10,327	+61%	+$103K	0.03%	436
2024 Q2	$168K	Buy	+17,000	New	+$168K	0.02%	556