Stevens Capital Management’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q2 | – | Sell |
-210,539
| Closed | -$2.41M | – | 1154 |
|
2016
Q1 | $2.41M | Buy |
210,539
+143,863
| +216% | +$1.64M | 0.1% | 255 |
|
2015
Q4 | $1.05M | Buy |
66,676
+54,085
| +430% | +$848K | 0.04% | 408 |
|
2015
Q3 | $203K | Buy |
+12,591
| New | +$203K | 0.01% | 826 |
|
2014
Q2 | – | Sell |
-19,612
| Closed | -$257K | – | 1336 |
|
2014
Q1 | $257K | Buy |
+19,612
| New | +$257K | 0.01% | 850 |
|