WAM
Wakefield Asset Management’s WisdomTree WT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-98,320
| Closed | -$1.03M | – | 230 |
|
|
2024
Q4 | $1.03M | Sell |
98,320
-525
| -0.5% | -$5.51K | 0.35% | 93 |
|
|
2024
Q3 | $987K | Sell |
98,845
-961
| -1% | -$9.6K | 0.32% | 92 |
|
|
2024
Q2 | $989K | Buy |
+99,806
| New | +$989K | 0.35% | 83 |
|
|
2023
Q4 | – | Sell |
-105,099
| Closed | -$736K | – | 188 |
|
|
2023
Q3 | $736K | Sell |
105,099
-4,502
| -4% | -$31.5K | 0.33% | 84 |
|
|
2023
Q2 | $752K | Buy |
+109,601
| New | +$752K | 0.3% | 96 |
|