SEI Investments’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Buy |
93,039
+81,243
| +689% | +$935K | ﹤0.01% | 1901 |
|
|
2025
Q1 | $105K | Buy |
11,796
+723
| +7% | +$6.45K | ﹤0.01% | 2586 |
|
|
2024
Q4 | $116K | Buy |
11,073
+973
| +10% | +$10.2K | ﹤0.01% | 2557 |
|
|
2024
Q3 | $101K | Sell |
10,100
-169,534
| -94% | -$1.69M | ﹤0.01% | 2553 |
|
|
2024
Q2 | $1.78M | Buy |
+179,634
| New | +$1.78M | ﹤0.01% | 1687 |
|
|
2020
Q4 | – | Sell |
-91,000
| Closed | -$291K | – | 2541 |
|
|
2020
Q3 | $291K | Sell |
91,000
-29,000
| -24% | -$92.7K | ﹤0.01% | 2111 |
|
|
2020
Q2 | $416K | Sell |
120,000
-50,008
| -29% | -$173K | ﹤0.01% | 1925 |
|
|
2020
Q1 | $396K | Sell |
170,008
-10,000
| -6% | -$23.3K | ﹤0.01% | 1814 |
|
|
2019
Q4 | $871K | Hold |
180,008
| – | – | ﹤0.01% | 1693 |
|
|
2019
Q3 | $941K | Sell |
180,008
-10,000
| -5% | -$52.3K | ﹤0.01% | 1628 |
|
|
2019
Q2 | $1.17M | Hold |
190,008
| – | – | ﹤0.01% | 1545 |
|
|
2019
Q1 | $1.34M | Sell |
190,008
-81,000
| -30% | -$572K | ﹤0.01% | 1478 |
|
|
2018
Q4 | $2.3M | Hold |
271,008
| – | – | 0.01% | 1245 |
|
|
2018
Q3 | $2.3M | Sell |
271,008
-879
| -0.3% | -$7.45K | 0.01% | 1216 |
|
|
2018
Q2 | $2.47M | Sell |
271,887
-57,758
| -18% | -$524K | 0.01% | 1243 |
|
|
2018
Q1 | $3.02M | Sell |
329,645
-924,202
| -74% | -$8.48M | 0.01% | 1052 |
|
|
2017
Q4 | $15.7M | Buy |
1,253,847
+63,715
| +5% | +$800K | 0.05% | 419 |
|
|
2017
Q3 | $12.1M | Sell |
1,190,132
-10,919
| -0.9% | -$111K | 0.04% | 506 |
|
|
2017
Q2 | $12.2M | Buy |
1,201,051
+105,300
| +10% | +$1.07M | 0.05% | 467 |
|
|
2017
Q1 | $9.95M | Buy |
1,095,751
+179,262
| +20% | +$1.63M | 0.04% | 512 |
|
|
2016
Q4 | $10.2M | Sell |
916,489
-26,900
| -3% | -$300K | 0.05% | 480 |
|
|
2016
Q3 | $9.71M | Sell |
943,389
-1,944
| -0.2% | -$20K | 0.05% | 463 |
|
|
2016
Q2 | $9.26M | Buy |
945,333
+317,974
| +51% | +$3.11M | 0.06% | 427 |
|
|
2016
Q1 | $7.17M | Buy |
627,359
+33,973
| +6% | +$388K | 0.04% | 491 |
|
|
2015
Q4 | $9.3M | Buy |
593,386
+369,097
| +165% | +$5.79M | 0.06% | 411 |
|
|
2015
Q3 | $3.62M | Buy |
224,289
+20,320
| +10% | +$328K | 0.03% | 567 |
|
|
2015
Q2 | $4.48M | Sell |
203,969
-1,341
| -0.7% | -$29.5K | 0.04% | 495 |
|
|
2015
Q1 | $4.41M | Buy |
205,310
+170,499
| +490% | +$3.66M | 0.04% | 501 |
|
|
2014
Q4 | $546K | Buy |
+34,811
| New | +$546K | ﹤0.01% | 1117 |
|