RIL
Rothschild Investment LLC’s WisdomTree WT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.1M | Sell |
268,988
-5,170
| -2% | -$59.5K | 0.19% | 114 |
|
|
2025
Q1 | $2.45M | Buy |
274,158
+29,395
| +12% | +$262K | 0.16% | 126 |
|
|
2024
Q4 | $2.57M | Buy |
244,763
+16,602
| +7% | +$174K | 0.17% | 118 |
|
|
2024
Q3 | $2.28M | Buy |
228,161
+2,835
| +1% | +$28.3K | 0.15% | 128 |
|
|
2024
Q2 | $2.23M | Buy |
225,326
+225,310
| +1,408,188% | +$2.23M | 0.16% | 127 |
|
|
2024
Q1 | $147 | Buy |
16
+15
| +1,500% | +$138 | ﹤0.01% | 1928 |
|
|
2023
Q4 | $7 | Buy |
+1
| New | +$7 | ﹤0.01% | 1350 |
|
|
2019
Q1 | – | Sell |
-25,001
| Closed | -$166K | – | 382 |
|
|
2018
Q4 | $166K | Sell |
25,001
-28,550
| -53% | -$190K | 0.02% | 347 |
|
|
2018
Q3 | $454K | Sell |
53,551
-3,375
| -6% | -$28.6K | 0.05% | 252 |
|
|
2018
Q2 | $517K | Sell |
56,926
-3,250
| -5% | -$29.5K | 0.07% | 233 |
|
|
2018
Q1 | $552K | Sell |
60,176
-56,295
| -48% | -$516K | 0.07% | 231 |
|
|
2017
Q4 | $1.46M | Sell |
116,471
-23,700
| -17% | -$297K | 0.16% | 152 |
|
|
2017
Q3 | $1.43M | Sell |
140,171
-21,250
| -13% | -$216K | 0.16% | 156 |
|
|
2017
Q2 | $1.64M | Sell |
161,421
-6,600
| -4% | -$67.1K | 0.19% | 135 |
|
|
2017
Q1 | $1.53M | Sell |
168,021
-5,585
| -3% | -$50.7K | 0.18% | 145 |
|
|
2016
Q4 | $1.93M | Sell |
173,606
-25,225
| -13% | -$281K | 0.23% | 109 |
|
|
2016
Q3 | $2.05M | Buy |
198,831
+10,400
| +6% | +$107K | 0.25% | 106 |
|
|
2016
Q2 | $1.85M | Buy |
188,431
+45,485
| +32% | +$445K | 0.24% | 113 |
|
|
2016
Q1 | $1.63M | Buy |
142,946
+18,707
| +15% | +$214K | 0.21% | 118 |
|
|
2015
Q4 | $1.95M | Buy |
124,239
+106,726
| +609% | +$1.67M | 0.25% | 103 |
|
|
2015
Q3 | $282K | Buy |
17,513
+175
| +1% | +$2.82K | 0.04% | 365 |
|
|
2015
Q2 | $381K | Hold |
17,338
| – | – | 0.04% | 342 |
|
|
2015
Q1 | $372K | Sell |
17,338
-45,950
| -73% | -$986K | 0.04% | 343 |
|
|
2014
Q4 | $992K | Buy |
63,288
+1,495
| +2% | +$23.4K | 0.12% | 181 |
|
|
2014
Q3 | $703K | Buy |
+61,793
| New | +$703K | 0.09% | 235 |
|