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Sheaff Brock Investment Advisors’s WisdomTree WT Stock Holding History

Sheaff Brock Investment Advisors’s Portfolio WT Stock Details WT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		$383K Buy
42,908
+1,155
+3% +$10.3K 0.04% 292
2024
Q4 		$438K Buy
41,753
+3,206
+8% +$33.7K 0.04% 276
2024
Q3 		$385K Buy
+38,547
New +$385K 0.03% 292