Principal Securities’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $225K | Buy |
19,540
+6,682
| +52% | +$76.9K | ﹤0.01% | 1188 |
|
|
2025
Q1 | $135K | Hold |
12,858
| – | – | ﹤0.01% | 1298 |
|
|
2024
Q4 | $135K | Buy |
12,858
+7,633
| +146% | +$80.1K | ﹤0.01% | 1295 |
|
|
2024
Q3 | $52.2K | Buy |
5,225
+915
| +21% | +$9.14K | ﹤0.01% | 1673 |
|
|
2024
Q2 | $42.7K | Buy |
4,310
+4,216
| +4,485% | +$41.8K | ﹤0.01% | 1694 |
|
|
2024
Q1 | $864 | Sell |
94
-11
| -10% | -$101 | ﹤0.01% | 3063 |
|
|
2023
Q4 | $728 | Buy |
+105
| New | +$728 | ﹤0.01% | 3016 |
|