Principal Securities’s WisdomTree WT Stock Holding History

Principal Securities’s Portfolio WT Stock Details WT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$225K	Buy
2025 Q1	$135K	Hold
2024 Q4	$135K	Buy
2024 Q3	$52.2K	Buy
2024 Q2	$42.7K	Buy
2024 Q1	$864	Sell
2023 Q4	$728	Buy