SRN Advisors’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-106,000
| Closed | -$1.11M | – | 103 |
|
2024
Q4 | $1.11M | Buy |
106,000
+53,684
| +103% | +$564K | 0.99% | 44 |
|
2024
Q3 | $523K | Sell |
52,316
-33,189
| -39% | -$332K | 0.46% | 89 |
|
2024
Q2 | $847K | Sell |
85,505
-32,010
| -27% | -$317K | 0.7% | 76 |
|
2024
Q1 | $1.08M | Buy |
117,515
+29,025
| +33% | +$267K | 0.84% | 62 |
|
2023
Q4 | $613K | Sell |
88,490
-18,333
| -17% | -$127K | 0.55% | 89 |
|
2023
Q3 | $748K | Sell |
106,823
-193,882
| -64% | -$1.36M | 0.74% | 74 |
|
2023
Q2 | $1.89M | Buy |
300,705
+143,495
| +91% | +$904K | 1.69% | 13 |
|
2023
Q1 | $910K | Sell |
157,210
-66,460
| -30% | -$385K | 0.83% | 63 |
|
2022
Q4 | $1.22M | Buy |
223,670
+380
| +0.2% | +$2.07K | 1.21% | 39 |
|
2022
Q3 | $1.04M | Sell |
223,290
-106,840
| -32% | -$500K | 0.87% | 44 |
|
2022
Q2 | $1.67M | Buy |
+330,130
| New | +$1.67M | 1.17% | 28 |
|