Rockefeller Capital Management’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-160
| Closed | – | – | 3904 |
|
|
2022
Q4 | $0 | Hold |
160
| – | – | ﹤0.01% | 4253 |
|
|
2022
Q3 | $0 | Sell |
160
-15
| -9% | – | ﹤0.01% | 4431 |
|
|
2022
Q2 | $0 | Buy |
175
+75
| +75% | – | ﹤0.01% | 4424 |
|
|
2022
Q1 | $0 | Hold |
100
| – | – | ﹤0.01% | 4089 |
|
|
2021
Q4 | $0 | Hold |
100
| – | – | ﹤0.01% | 4010 |
|
|
2021
Q3 | $0 | Hold |
100
| – | – | ﹤0.01% | 3878 |
|
|
2021
Q2 | $0 | Hold |
100
| – | – | ﹤0.01% | 3631 |
|
|
2021
Q1 | $0 | Hold |
100
| – | – | ﹤0.01% | 3409 |
|
|
2020
Q4 | $0 | Hold |
100
| – | – | ﹤0.01% | 3022 |
|
|
2020
Q3 | $0 | Hold |
100
| – | – | ﹤0.01% | 2828 |
|
|
2020
Q2 | $0 | Hold |
100
| – | – | ﹤0.01% | 2711 |
|
|
2020
Q1 | $0 | Hold |
100
| – | – | ﹤0.01% | 2507 |
|
|
2019
Q4 | $0 | Hold |
100
| – | – | ﹤0.01% | 2233 |
|
|
2019
Q3 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 1886 |
|