Stifel Financial’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.65M | Buy |
143,084
+27,259
| +24% | +$314K | ﹤0.01% | 1982 |
|
|
2025
Q1 | $1.03M | Buy |
115,825
+1,420
| +1% | +$12.7K | ﹤0.01% | 2208 |
|
|
2024
Q4 | $1.2M | Buy |
114,405
+35,397
| +45% | +$372K | ﹤0.01% | 2136 |
|
|
2024
Q3 | $789K | Buy |
79,008
+46,822
| +145% | +$468K | ﹤0.01% | 2385 |
|
|
2024
Q2 | $319K | Buy |
+32,186
| New | +$319K | ﹤0.01% | 2883 |
|
|
2020
Q4 | – | Sell |
-14,115
| Closed | -$46K | – | 3126 |
|
|
2020
Q3 | $46K | Buy |
14,115
+2,175
| +18% | +$7.09K | ﹤0.01% | 2813 |
|
|
2020
Q2 | $41K | Sell |
11,940
-100,400
| -89% | -$345K | ﹤0.01% | 2773 |
|
|
2020
Q1 | $259K | Buy |
112,340
+58,141
| +107% | +$134K | ﹤0.01% | 2280 |
|
|
2019
Q4 | $263K | Buy |
+54,199
| New | +$263K | ﹤0.01% | 2605 |
|
|
2017
Q2 | – | Sell |
-752,349
| Closed | -$6.85M | – | 2628 |
|
|
2017
Q1 | $6.85M | Buy |
752,349
+355,044
| +89% | +$3.23M | 0.03% | 582 |
|
|
2016
Q4 | $4.4M | Buy |
397,305
+51,683
| +15% | +$572K | 0.02% | 707 |
|
|
2016
Q3 | $3.53M | Buy |
345,622
+215,778
| +166% | +$2.2M | 0.02% | 764 |
|
|
2016
Q2 | $1.27M | Buy |
129,844
+4,681
| +4% | +$45.8K | 0.01% | 1210 |
|
|
2016
Q1 | $1.43M | Buy |
125,163
+18,921
| +18% | +$216K | 0.01% | 1067 |
|
|
2015
Q4 | $1.67M | Buy |
106,242
+2,322
| +2% | +$36.4K | 0.01% | 1044 |
|
|
2015
Q3 | $1.68M | Buy |
103,920
+78,451
| +308% | +$1.26M | 0.01% | 1000 |
|
|
2015
Q2 | $553K | Buy |
+25,469
| New | +$553K | ﹤0.01% | 1633 |
|
|
2014
Q2 | – | Sell |
-264,518
| Closed | -$3.47M | – | 2224 |
|
|
2014
Q1 | $3.47M | Buy |
+264,518
| New | +$3.47M | 0.03% | 568 |
|