William Blair & Company’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-13,000
| Closed | -$89.2K | – | 1852 |
|
|
2023
Q2 | $89.2K | Buy |
+13,000
| New | +$89.2K | ﹤0.01% | 1531 |
|
|
2018
Q3 | – | Sell |
-27,200
| Closed | -$247K | – | 1659 |
|
|
2018
Q2 | $247K | Sell |
27,200
-1,000
| -4% | -$9.08K | ﹤0.01% | 1193 |
|
|
2018
Q1 | $259K | Sell |
28,200
-33,208
| -54% | -$305K | ﹤0.01% | 1127 |
|
|
2017
Q4 | $771K | Sell |
61,408
-6,470
| -10% | -$81.2K | 0.01% | 815 |
|
|
2017
Q3 | $691K | Buy |
67,878
+2,530
| +4% | +$25.8K | 0.01% | 827 |
|
|
2017
Q2 | $665K | Sell |
65,348
-1,586
| -2% | -$16.1K | 0.01% | 873 |
|
|
2017
Q1 | $610K | Buy |
66,934
+20,090
| +43% | +$183K | ﹤0.01% | 836 |
|
|
2016
Q4 | $522K | Buy |
46,844
+7,084
| +18% | +$78.9K | ﹤0.01% | 818 |
|
|
2016
Q3 | $409K | Buy |
39,760
+454
| +1% | +$4.67K | ﹤0.01% | 885 |
|
|
2016
Q2 | $385K | Sell |
39,306
-200
| -0.5% | -$1.96K | ﹤0.01% | 891 |
|
|
2016
Q1 | $451K | Buy |
39,506
+10,950
| +38% | +$125K | ﹤0.01% | 814 |
|
|
2015
Q4 | $447K | Buy |
28,556
+4,600
| +19% | +$72K | ﹤0.01% | 836 |
|
|
2015
Q3 | $386K | Sell |
23,956
-14,350
| -37% | -$231K | ﹤0.01% | 1071 |
|
|
2015
Q2 | $841K | Hold |
38,306
| – | – | ﹤0.01% | 1621 |
|
|
2015
Q1 | $822K | Buy |
38,306
+850
| +2% | +$18.2K | ﹤0.01% | 1594 |
|
|
2014
Q4 | $587K | Buy |
37,456
+4,700
| +14% | +$73.7K | ﹤0.01% | 1644 |
|
|
2014
Q3 | $372K | Buy |
32,756
+260
| +0.8% | +$2.95K | ﹤0.01% | 1770 |
|
|
2014
Q2 | $401K | Buy |
32,496
+1,490
| +5% | +$18.4K | ﹤0.01% | 1728 |
|
|
2014
Q1 | $406K | Buy |
31,006
+6,250
| +25% | +$81.8K | ﹤0.01% | 1676 |
|
|
2013
Q4 | $438K | Sell |
24,756
-14,280
| -37% | -$253K | ﹤0.01% | 1620 |
|
|
2013
Q3 | $452K | Sell |
39,036
-31,700
| -45% | -$367K | ﹤0.01% | 1583 |
|
|
2013
Q2 | $818K | Buy |
+70,736
| New | +$818K | ﹤0.01% | 1349 |
|