Wetzel Investment Advisors’s WisdomTree WT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,200
Closed -$11K 892
2024
Q2
$11K Hold
1,200
0.01% 442
2024
Q1
$10.5K Hold
1,200
0.01% 519
2023
Q4
$8K Buy
+1,200
New +$8K ﹤0.01% 586