Venturi Wealth Management’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-480
| Closed | -$5.04K | – | 1858 |
|
|
2024
Q4 | $5.04K | Hold |
480
| – | – | ﹤0.01% | 1664 |
|
|
2024
Q3 | $4.8K | Hold |
480
| – | – | ﹤0.01% | 1427 |
|
|
2024
Q2 | $4.76K | Sell |
480
-155
| -24% | -$1.54K | ﹤0.01% | 1246 |
|
|
2024
Q1 | $5.84K | Buy |
635
+155
| +32% | +$1.43K | ﹤0.01% | 1055 |
|
|
2023
Q4 | $3.33K | Hold |
480
| – | – | ﹤0.01% | 1112 |
|
|
2023
Q3 | $3.36K | Hold |
480
| – | – | ﹤0.01% | 1069 |
|
|
2023
Q2 | $3.29K | Hold |
480
| – | – | ﹤0.01% | 821 |
|
|
2023
Q1 | $2.81K | Buy |
+480
| New | +$2.81K | ﹤0.01% | 940 |
|