SMH Capital Advisors’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $194K | Sell |
16,893
-768
| -4% | -$8.84K | 0.44% | 36 |
|
2025
Q1 | $158K | Buy |
17,661
+386
| +2% | +$3.44K | 0.37% | 37 |
|
2024
Q4 | $181K | Sell |
17,275
-122
| -0.7% | -$1.28K | 0.44% | 37 |
|
2024
Q3 | $174K | Sell |
17,397
-838
| -5% | -$8.37K | 0.54% | 40 |
|
2024
Q2 | $181K | Sell |
18,235
-1,643
| -8% | -$16.3K | 0.55% | 40 |
|
2024
Q1 | $183K | Buy |
19,878
+1,500
| +8% | +$13.8K | 0.49% | 37 |
|
2023
Q4 | $127K | Sell |
18,378
-176
| -0.9% | -$1.22K | 0.28% | 42 |
|
2023
Q3 | $130K | Sell |
18,554
-8,942
| -33% | -$62.7K | 0.3% | 35 |
|
2023
Q2 | $189K | Sell |
27,496
-391
| -1% | -$2.69K | 0.41% | 43 |
|
2023
Q1 | $174K | Sell |
27,887
-6,863
| -20% | -$42.8K | 1.03% | 40 |
|
2022
Q4 | $189K | Buy |
34,750
+1,629
| +5% | +$8.88K | 0.28% | 53 |
|
2022
Q3 | $155K | Sell |
33,121
-198
| -0.6% | -$927 | 0.23% | 49 |
|
2022
Q2 | $169K | Buy |
33,319
+10,621
| +47% | +$53.9K | 0.23% | 51 |
|
2022
Q1 | $133K | Buy |
22,698
+2,535
| +13% | +$14.9K | 0.22% | 53 |
|
2021
Q4 | $123K | Buy |
20,163
+1,072
| +6% | +$6.54K | 0.24% | 51 |
|
2021
Q3 | $108K | Sell |
19,091
-233
| -1% | -$1.32K | 0.2% | 54 |
|
2021
Q2 | $120K | Buy |
19,324
+211
| +1% | +$1.31K | 0.24% | 54 |
|
2021
Q1 | $119K | Buy |
19,113
+4,275
| +29% | +$26.6K | 0.27% | 49 |
|
2020
Q4 | $79K | Buy |
14,838
+752
| +5% | +$4K | 0.2% | 42 |
|
2020
Q3 | $45K | Sell |
14,086
-94
| -0.7% | -$300 | 0.1% | 42 |
|
2020
Q2 | $49K | Sell |
14,180
-39
| -0.3% | -$135 | 0.1% | 40 |
|
2020
Q1 | $33K | Buy |
14,219
+2,368
| +20% | +$5.5K | 0.07% | 35 |
|
2019
Q4 | $57K | Buy |
11,851
+480
| +4% | +$2.31K | 0.11% | 43 |
|
2019
Q3 | $59K | Buy |
+11,371
| New | +$59K | 0.13% | 34 |
|