Pinnacle Wealth Planning Services’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $330K | Sell |
28,703
-3,496
| -11% | -$40.2K | 0.04% | 274 |
|
|
2025
Q1 | $287K | Buy |
32,199
+94
| +0.3% | +$838 | 0.04% | 274 |
|
|
2024
Q4 | $337K | Sell |
32,105
-3,558
| -10% | -$37.4K | 0.05% | 228 |
|
|
2024
Q3 | $356K | Buy |
+35,663
| New | +$356K | 0.05% | 254 |
|
|
2021
Q1 | – | Sell |
-5,916
| Closed | -$32K | – | 1962 |
|
|
2020
Q4 | $32K | Buy |
+5,916
| New | +$32K | 0.01% | 978 |
|