Yorktown Management & Research Company’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-65,300
| Closed | -$453K | – | 244 |
|
|
2023
Q4 | $453K | Hold |
65,300
| – | – | 0.47% | 74 |
|
|
2023
Q3 | $457K | Buy |
+65,300
| New | +$457K | 0.51% | 62 |
|
|
2016
Q1 | – | Sell |
-14,300
| Closed | -$224K | – | 413 |
|
|
2015
Q4 | $224K | Hold |
14,300
| – | – | 0.04% | 347 |
|
|
2015
Q3 | $231K | Hold |
14,300
| – | – | 0.04% | 362 |
|
|
2015
Q2 | $314K | Hold |
14,300
| – | – | 0.06% | 221 |
|
|
2015
Q1 | $307K | Buy |
+14,300
| New | +$307K | 0.06% | 209 |
|