Wells Fargo’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.47M | Buy |
214,777
+9,461
| +5% | +$109K | ﹤0.01% | 2765 |
|
|
2025
Q1 | $1.83M | Buy |
205,316
+12,448
| +6% | +$111K | ﹤0.01% | 2874 |
|
|
2024
Q4 | $2.03M | Buy |
192,868
+28,497
| +17% | +$299K | ﹤0.01% | 2804 |
|
|
2024
Q3 | $1.64M | Buy |
164,371
+8,889
| +6% | +$88.8K | ﹤0.01% | 2884 |
|
|
2024
Q2 | $1.54M | Sell |
155,482
-21,253
| -12% | -$211K | ﹤0.01% | 2904 |
|
|
2024
Q1 | $1.62M | Buy |
176,735
+21,430
| +14% | +$197K | ﹤0.01% | 2840 |
|
|
2023
Q4 | $1.08M | Buy |
155,305
+16,403
| +12% | +$114K | ﹤0.01% | 3072 |
|
|
2023
Q3 | $972K | Sell |
138,902
-30,019
| -18% | -$210K | ﹤0.01% | 3102 |
|
|
2023
Q2 | $1.16M | Buy |
168,921
+31,335
| +23% | +$215K | ﹤0.01% | 3184 |
|
|
2023
Q1 | $806K | Buy |
137,586
+60,885
| +79% | +$357K | ﹤0.01% | 3305 |
|
|
2022
Q4 | $418K | Sell |
76,701
-5,593
| -7% | -$30.5K | ﹤0.01% | 3515 |
|
|
2022
Q3 | $385K | Sell |
82,294
-763
| -0.9% | -$3.57K | ﹤0.01% | 3609 |
|
|
2022
Q2 | $421K | Sell |
83,057
-73,026
| -47% | -$370K | ﹤0.01% | 3622 |
|
|
2022
Q1 | $916K | Sell |
156,083
-41,963
| -21% | -$246K | ﹤0.01% | 3738 |
|
|
2021
Q4 | $1.21M | Buy |
198,046
+79,680
| +67% | +$488K | ﹤0.01% | 3720 |
|
|
2021
Q3 | $671K | Sell |
118,366
-63,024
| -35% | -$357K | ﹤0.01% | 4241 |
|
|
2021
Q2 | $1.12M | Buy |
181,390
+15,160
| +9% | +$93.9K | ﹤0.01% | 3913 |
|
|
2021
Q1 | $1.04M | Sell |
166,230
-41,094
| -20% | -$257K | ﹤0.01% | 3960 |
|
|
2020
Q4 | $1.11M | Buy |
207,324
+62,993
| +44% | +$337K | ﹤0.01% | 3888 |
|
|
2020
Q3 | $461K | Sell |
144,331
-37,861
| -21% | -$121K | ﹤0.01% | 4294 |
|
|
2020
Q2 | $633K | Buy |
182,192
+72,907
| +67% | +$253K | ﹤0.01% | 4046 |
|
|
2020
Q1 | $255K | Sell |
109,285
-6,988
| -6% | -$16.3K | ﹤0.01% | 4368 |
|
|
2019
Q4 | $563K | Sell |
116,273
-19,190
| -14% | -$92.9K | ﹤0.01% | 4180 |
|
|
2019
Q3 | $708K | Buy |
135,463
+11,094
| +9% | +$58K | ﹤0.01% | 4031 |
|
|
2019
Q2 | $767K | Sell |
124,369
-42,744
| -26% | -$264K | ﹤0.01% | 3999 |
|
|
2019
Q1 | $1.18M | Sell |
167,113
-24,833
| -13% | -$175K | ﹤0.01% | 3717 |
|
|
2018
Q4 | $1.28M | Sell |
191,946
-8,208
| -4% | -$54.6K | ﹤0.01% | 3590 |
|
|
2018
Q3 | $1.7M | Sell |
200,154
-387,383
| -66% | -$3.29M | ﹤0.01% | 3492 |
|
|
2018
Q2 | $5.34M | Sell |
587,537
-101,991
| -15% | -$926K | ﹤0.01% | 2598 |
|
|
2018
Q1 | $6.32M | Sell |
689,528
-453,711
| -40% | -$4.16M | ﹤0.01% | 2414 |
|
|
2017
Q4 | $14.3M | Sell |
1,143,239
-14,503
| -1% | -$182K | ﹤0.01% | 1701 |
|
|
2017
Q3 | $11.8M | Buy |
1,157,742
+40,510
| +4% | +$412K | ﹤0.01% | 1839 |
|
|
2017
Q2 | $11.4M | Buy |
1,117,232
+337,097
| +43% | +$3.43M | ﹤0.01% | 1806 |
|
|
2017
Q1 | $7.08M | Sell |
780,135
-117,166
| -13% | -$1.06M | ﹤0.01% | 2150 |
|
|
2016
Q4 | $10M | Sell |
897,301
-41,366
| -4% | -$461K | ﹤0.01% | 1840 |
|
|
2016
Q3 | $9.66M | Sell |
938,667
-124,801
| -12% | -$1.28M | ﹤0.01% | 1778 |
|
|
2016
Q2 | $10.4M | Buy |
1,063,468
+311,294
| +41% | +$3.05M | ﹤0.01% | 1787 |
|
|
2016
Q1 | $8.6M | Buy |
752,174
+90,524
| +14% | +$1.03M | ﹤0.01% | 1918 |
|
|
2015
Q4 | $10.4M | Sell |
661,650
-66,696
| -9% | -$1.05M | ﹤0.01% | 1797 |
|
|
2015
Q3 | $11.7M | Buy |
728,346
+29,023
| +4% | +$468K | ﹤0.01% | 1680 |
|
|
2015
Q2 | $15.4M | Buy |
699,323
+270,780
| +63% | +$5.95M | 0.01% | 1559 |
|
|
2015
Q1 | $9.2M | Sell |
428,543
-157,782
| -27% | -$3.39M | ﹤0.01% | 1944 |
|
|
2014
Q4 | $9.19M | Sell |
586,325
-74,571
| -11% | -$1.17M | ﹤0.01% | 1877 |
|
|
2014
Q3 | $7.52M | Buy |
660,896
+7,749
| +1% | +$88.2K | ﹤0.01% | 1993 |
|
|
2014
Q2 | $8.07M | Sell |
653,147
-54,916
| -8% | -$679K | ﹤0.01% | 1954 |
|
|
2014
Q1 | $9.29M | Buy |
708,063
+532,188
| +303% | +$6.98M | ﹤0.01% | 1851 |
|
|
2013
Q4 | $3.11M | Sell |
175,875
-247,142
| -58% | -$4.38M | ﹤0.01% | 2606 |
|
|
2013
Q3 | $4.91M | Buy |
423,017
+200,581
| +90% | +$2.33M | ﹤0.01% | 2204 |
|
|
2013
Q2 | $2.57M | Buy |
+222,436
| New | +$2.57M | ﹤0.01% | 2615 |
|