Steward Partners Investment Advisory’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,500
| Closed | -$17.3K | – | 3687 |
|
|
2023
Q4 | $17.3K | Sell |
2,500
-9,400
| -79% | -$65.1K | ﹤0.01% | 2469 |
|
|
2023
Q3 | $83.3K | Sell |
11,900
-6,100
| -34% | -$42.7K | ﹤0.01% | 1664 |
|
|
2023
Q2 | $123K | Sell |
18,000
-3,000
| -14% | -$20.6K | ﹤0.01% | 1476 |
|
|
2023
Q1 | $123K | Sell |
21,000
-3,200
| -13% | -$18.8K | ﹤0.01% | 1497 |
|
|
2022
Q4 | $132K | Hold |
24,200
| – | – | ﹤0.01% | 1432 |
|
|
2022
Q3 | $113K | Hold |
24,200
| – | – | ﹤0.01% | 1447 |
|
|
2022
Q2 | $123K | Buy |
24,200
+17,700
| +272% | +$90K | ﹤0.01% | 1420 |
|
|
2022
Q1 | $38K | Buy |
+6,500
| New | +$38K | ﹤0.01% | 2065 |
|
|
2018
Q1 | – | Sell |
-200
| Closed | -$2K | – | 2355 |
|
|
2017
Q4 | $2K | Hold |
200
| – | – | ﹤0.01% | 1731 |
|
|
2017
Q3 | $2K | Hold |
200
| – | – | ﹤0.01% | 1530 |
|
|
2017
Q2 | $2K | Buy |
+200
| New | +$2K | ﹤0.01% | 1451 |
|