Stephens Investment Management Group’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-962,855
| Closed | -$15.1M | – | 186 |
|
|
2015
Q4 | $15.1M | Sell |
962,855
-30,660
| -3% | -$481K | 0.53% | 78 |
|
|
2015
Q3 | $16M | Sell |
993,515
-412,517
| -29% | -$6.65M | 0.57% | 76 |
|
|
2015
Q2 | $30.9M | Buy |
1,406,032
+96,815
| +7% | +$2.13M | 0.91% | 42 |
|
|
2015
Q1 | $28.1M | Buy |
1,309,217
+311,862
| +31% | +$6.69M | 0.84% | 45 |
|
|
2014
Q4 | $15.6M | Buy |
+997,355
| New | +$15.6M | 0.47% | 93 |
|