Wealthspire Advisors (Maryland)’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-461
| Closed | -$3K | – | 2105 |
|
|
2019
Q1 | $3K | Buy |
461
+294
| +176% | +$1.91K | ﹤0.01% | 2070 |
|
|
2018
Q4 | $1K | Sell |
167
-400
| -71% | -$2.4K | ﹤0.01% | 2348 |
|
|
2018
Q3 | $5K | Buy |
567
+31
| +6% | +$273 | ﹤0.01% | 1838 |
|
|
2018
Q2 | $5K | Hold |
536
| – | – | ﹤0.01% | 1827 |
|
|
2018
Q1 | $5K | Sell |
536
-3,999
| -88% | -$37.3K | ﹤0.01% | 1845 |
|
|
2017
Q4 | $57K | Buy |
4,535
+352
| +8% | +$4.42K | 0.01% | 952 |
|
|
2017
Q3 | $43K | Buy |
4,183
+21
| +0.5% | +$216 | ﹤0.01% | 1035 |
|
|
2017
Q2 | $42K | Buy |
4,162
+162
| +4% | +$1.64K | 0.01% | 1013 |
|
|
2017
Q1 | $36K | Hold |
4,000
| – | – | 0.01% | 905 |
|
|
2016
Q4 | $45K | Hold |
4,000
| – | – | 0.01% | 799 |
|
|
2016
Q3 | $41K | Hold |
4,000
| – | – | 0.01% | 834 |
|
|
2016
Q2 | $39K | Hold |
4,000
| – | – | 0.01% | 805 |
|
|
2016
Q1 | $46K | Hold |
4,000
| – | – | 0.01% | 724 |
|
|
2015
Q4 | $63K | Buy |
+4,000
| New | +$63K | 0.01% | 652 |
|