Syntax Advisors’s WisdomTree WT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-10,018
| Closed | -$68.7K | – | 220 |
|
|
2023
Q2 | $68.7K | Sell |
10,018
-4,462
| -31% | -$30.6K | 0.06% | 210 |
|
|
2023
Q1 | $84.9K | Sell |
14,480
-2,188
| -13% | -$12.8K | 0.06% | 226 |
|
|
2022
Q4 | $90.8K | Sell |
16,668
-1,392
| -8% | -$7.59K | 0.08% | 206 |
|
|
2022
Q3 | $85K | Buy |
18,060
+3,133
| +21% | +$14.7K | 0.07% | 203 |
|
|
2022
Q2 | $76K | Buy |
14,927
+190
| +1% | +$967 | 0.06% | 207 |
|
|
2022
Q1 | $87K | Buy |
14,737
+1,698
| +13% | +$10K | 0.07% | 214 |
|
|
2021
Q4 | $80K | Buy |
+13,039
| New | +$80K | 0.06% | 234 |
|