Principal Financial Group’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.62M | Sell |
575,213
-168,487
| -23% | -$1.94M | ﹤0.01% | 1450 |
|
|
2025
Q1 | $6.63M | Buy |
743,700
+15,355
| +2% | +$137K | ﹤0.01% | 1459 |
|
|
2024
Q4 | $7.65M | Buy |
728,345
+19,503
| +3% | +$205K | ﹤0.01% | 1422 |
|
|
2024
Q3 | $7.08M | Buy |
708,842
+150,257
| +27% | +$1.5M | ﹤0.01% | 1437 |
|
|
2024
Q2 | $5.54M | Sell |
558,585
-20,608
| -4% | -$204K | ﹤0.01% | 1524 |
|
|
2024
Q1 | $5.32M | Buy |
579,193
+1,542
| +0.3% | +$14.2K | ﹤0.01% | 1545 |
|
|
2023
Q4 | $4M | Sell |
577,651
-36,467
| -6% | -$253K | ﹤0.01% | 1635 |
|
|
2023
Q3 | $4.3M | Sell |
614,118
-35,352
| -5% | -$247K | ﹤0.01% | 1588 |
|
|
2023
Q2 | $4.46M | Sell |
649,470
-26,059
| -4% | -$179K | ﹤0.01% | 1576 |
|
|
2023
Q1 | $3.96M | Sell |
675,529
-14,462
| -2% | -$84.7K | ﹤0.01% | 1613 |
|
|
2022
Q4 | $3.76M | Sell |
689,991
-6,008
| -0.9% | -$32.7K | ﹤0.01% | 1621 |
|
|
2022
Q3 | $3.26M | Buy |
695,999
+799
| +0.1% | +$3.74K | ﹤0.01% | 1625 |
|
|
2022
Q2 | $3.53M | Sell |
695,200
-45,806
| -6% | -$232K | ﹤0.01% | 1668 |
|
|
2022
Q1 | $4.35M | Sell |
741,006
-4,139
| -0.6% | -$24.3K | ﹤0.01% | 1706 |
|
|
2021
Q4 | $4.56M | Sell |
745,145
-21,106
| -3% | -$129K | ﹤0.01% | 1697 |
|
|
2021
Q3 | $4.35M | Sell |
766,251
-30,851
| -4% | -$175K | ﹤0.01% | 1728 |
|
|
2021
Q2 | $4.94M | Buy |
797,102
+10,632
| +1% | +$65.9K | ﹤0.01% | 1718 |
|
|
2021
Q1 | $4.92M | Buy |
786,470
+18,846
| +2% | +$118K | ﹤0.01% | 1670 |
|
|
2020
Q4 | $4.11M | Sell |
767,624
-46,844
| -6% | -$251K | ﹤0.01% | 1637 |
|
|
2020
Q3 | $2.61M | Sell |
814,468
-90,030
| -10% | -$288K | ﹤0.01% | 1678 |
|
|
2020
Q2 | $3.14M | Buy |
904,498
+9,540
| +1% | +$33.1K | ﹤0.01% | 1589 |
|
|
2020
Q1 | $2.09M | Sell |
894,958
-37,009
| -4% | -$86.2K | ﹤0.01% | 1583 |
|
|
2019
Q4 | $4.51M | Buy |
931,967
+2,250
| +0.2% | +$10.9K | ﹤0.01% | 1560 |
|
|
2019
Q3 | $4.86M | Sell |
929,717
-26,291
| -3% | -$137K | ﹤0.01% | 1529 |
|
|
2019
Q2 | $5.9M | Buy |
956,008
+8,480
| +0.9% | +$52.3K | 0.01% | 1476 |
|
|
2019
Q1 | $6.69M | Sell |
947,528
-12,474
| -1% | -$88.1K | 0.01% | 1439 |
|
|
2018
Q4 | $6.38M | Sell |
960,002
-2,090
| -0.2% | -$13.9K | 0.01% | 1407 |
|
|
2018
Q3 | $8.16M | Buy |
962,092
+42,322
| +5% | +$359K | 0.01% | 1426 |
|
|
2018
Q2 | $8.35M | Buy |
919,770
+20,879
| +2% | +$190K | 0.01% | 1397 |
|
|
2018
Q1 | $8.24M | Buy |
898,891
+24,686
| +3% | +$226K | 0.01% | 1348 |
|
|
2017
Q4 | $11M | Sell |
874,205
-6,862
| -0.8% | -$86.1K | 0.01% | 1219 |
|
|
2017
Q3 | $8.97M | Sell |
881,067
-8,096
| -0.9% | -$82.4K | 0.01% | 1313 |
|
|
2017
Q2 | $9.04M | Buy |
889,163
+954
| +0.1% | +$9.7K | 0.01% | 1285 |
|
|
2017
Q1 | $8.07M | Buy |
888,209
+430,388
| +94% | +$3.91M | 0.01% | 1315 |
|
|
2016
Q4 | $5.1M | Buy |
457,821
+6,870
| +2% | +$76.5K | 0.01% | 1509 |
|
|
2016
Q3 | $4.64M | Buy |
450,951
+23,117
| +5% | +$238K | 0.01% | 1495 |
|
|
2016
Q2 | $4.19M | Buy |
427,834
+50,373
| +13% | +$493K | 0.01% | 1489 |
|
|
2016
Q1 | $4.32M | Buy |
377,461
+17,540
| +5% | +$201K | 0.01% | 1434 |
|
|
2015
Q4 | $5.64M | Buy |
359,921
+10,511
| +3% | +$165K | 0.01% | 1303 |
|
|
2015
Q3 | $5.64M | Sell |
349,410
-399,102
| -53% | -$6.44M | 0.01% | 1295 |
|
|
2015
Q2 | $16.4M | Buy |
748,512
+731,160
| +4,214% | +$16.1M | 0.02% | 676 |
|
|
2015
Q1 | $373K | Buy |
17,352
+241
| +1% | +$5.18K | ﹤0.01% | 1874 |
|
|
2014
Q4 | $268K | Sell |
17,111
-3,007
| -15% | -$47.1K | ﹤0.01% | 1957 |
|
|
2014
Q3 | $229K | Buy |
20,118
+1,548
| +8% | +$17.6K | ﹤0.01% | 1989 |
|
|
2014
Q2 | $230K | Sell |
18,570
-13,969
| -43% | -$173K | ﹤0.01% | 2041 |
|
|
2014
Q1 | $427K | Buy |
32,539
+4,695
| +17% | +$61.6K | ﹤0.01% | 1898 |
|
|
2013
Q4 | $493K | Hold |
27,844
| – | – | ﹤0.01% | 1888 |
|
|
2013
Q3 | $323K | Sell |
27,844
-5,453
| -16% | -$63.3K | ﹤0.01% | 1939 |
|
|
2013
Q2 | $385K | Buy |
+33,297
| New | +$385K | ﹤0.01% | 1883 |
|