Stifel Financial’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.05M | Buy |
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|
2025
Q2 | $1.65M | Buy |
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|
2025
Q1 | $1.03M | Buy |
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|
2024
Q4 | $1.2M | Buy |
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|
2024
Q3 | $789K | Buy |
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|
2024
Q2 | $319K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $46K | Buy |
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|
2020
Q2 | $41K | Sell |
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|
2020
Q1 | $259K | Buy |
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|
2019
Q4 | $263K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $6.85M | Buy |
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|
2016
Q4 | $4.4M | Buy |
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|
2016
Q3 | $3.53M | Buy |
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|
2016
Q2 | $1.27M | Buy |
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|
2016
Q1 | $1.43M | Buy |
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|
2015
Q4 | $1.67M | Buy |
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|
2015
Q3 | $1.68M | Buy |
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|
2015
Q2 | $553K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $3.47M | Buy |
|