Rothschild Investment LLC’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.1M | Sell |
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2025
Q1 | $2.45M | Buy |
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2024
Q4 | $2.57M | Buy |
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2024
Q3 | $2.28M | Buy |
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2024
Q2 | $2.23M | Buy |
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2024
Q1 | $147 | Buy |
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2023
Q4 | $7 | Buy |
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2019
Q1 | – | Sell |
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2018
Q4 | $166K | Sell |
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2018
Q3 | $454K | Sell |
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2018
Q2 | $517K | Sell |
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2018
Q1 | $552K | Sell |
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2017
Q4 | $1.46M | Sell |
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2017
Q3 | $1.43M | Sell |
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2017
Q2 | $1.64M | Sell |
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2017
Q1 | $1.53M | Sell |
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2016
Q4 | $1.93M | Sell |
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2016
Q3 | $2.05M | Buy |
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2016
Q2 | $1.84M | Buy |
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2016
Q1 | $1.63M | Buy |
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2015
Q4 | $1.95M | Buy |
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2015
Q3 | $282K | Buy |
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2015
Q2 | $381K | Hold |
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2015
Q1 | $372K | Sell |
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2014
Q4 | $992K | Buy |
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2014
Q3 | $703K | Buy |
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