Raymond James Financial Services Advisors’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-18,114
| Closed | -$63K | – | 2930 |
|
|
2020
Q2 | $63K | Buy |
18,114
+73
| +0.4% | +$254 | ﹤0.01% | 2678 |
|
|
2020
Q1 | $42K | Buy |
18,041
+42
| +0.2% | +$98 | ﹤0.01% | 2313 |
|
|
2019
Q4 | $87K | Sell |
17,999
-10,250
| -36% | -$49.5K | ﹤0.01% | 2710 |
|
|
2019
Q3 | $148K | Sell |
28,249
-1,161
| -4% | -$6.08K | ﹤0.01% | 2563 |
|
|
2019
Q2 | $181K | Buy |
29,410
+1,814
| +7% | +$11.2K | ﹤0.01% | 2560 |
|
|
2019
Q1 | $195K | Sell |
27,596
-4,354
| -14% | -$30.8K | ﹤0.01% | 2505 |
|
|
2018
Q4 | $212K | Sell |
31,950
-11,466
| -26% | -$76.1K | ﹤0.01% | 2224 |
|
|
2018
Q3 | $368K | Sell |
43,416
-6,700
| -13% | -$56.8K | ﹤0.01% | 2140 |
|
|
2018
Q2 | $455K | Buy |
50,116
+18,600
| +59% | +$169K | ﹤0.01% | 1936 |
|
|
2018
Q1 | $289K | Sell |
31,516
-61,736
| -66% | -$566K | ﹤0.01% | 2049 |
|
|
2017
Q4 | $1.17M | Sell |
93,252
-8,934
| -9% | -$112K | 0.01% | 1203 |
|
|
2017
Q3 | $1.04M | Sell |
102,186
-7,530
| -7% | -$76.6K | 0.01% | 1282 |
|
|
2017
Q2 | $1.12M | Buy |
109,716
+77,348
| +239% | +$787K | 0.01% | 1195 |
|
|
2017
Q1 | $294K | Buy |
+32,368
| New | +$294K | ﹤0.01% | 1909 |
|
|
2016
Q4 | – | Sell |
-12,671
| Closed | -$130K | – | 2395 |
|
|
2016
Q3 | $130K | Buy |
+12,671
| New | +$130K | ﹤0.01% | 2110 |
|
|
2013
Q3 | – | Sell |
-43,253
| Closed | -$500K | – | 954 |
|
|
2013
Q2 | $500K | Buy |
+43,253
| New | +$500K | 0.01% | 865 |
|