Truist 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 | $993K | Buy |
86,237
+3,085
| +4% | +$35.5K | ﹤0.01% | 1596 |
|
|
2025
Q1 | $742K | Buy |
83,152
+9,573
| +13% | +$85.4K | ﹤0.01% | 1650 |
|
|
2024
Q4 | $773K | Buy |
73,579
+43,293
| +143% | +$455K | ﹤0.01% | 1653 |
|
|
2024
Q3 | $303K | Buy |
30,286
+4,099
| +16% | +$40.9K | ﹤0.01% | 2108 |
|
|
2024
Q2 | $260K | Buy |
+26,187
| New | +$260K | ﹤0.01% | 2366 |
|
|
2020
Q1 | – | Sell |
-10,117
| Closed | -$49K | – | 2547 |
|
|
2019
Q4 | $49K | Buy |
+10,117
| New | +$49K | ﹤0.01% | 2412 |
|