Zurich Cantonal Bank’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $766K | Buy |
66,541
+42,124
| +173% | +$485K | ﹤0.01% | 1393 |
|
|
2025
Q1 | $218K | Sell |
24,417
-6,034
| -20% | -$53.8K | ﹤0.01% | 2060 |
|
|
2024
Q4 | $320K | Hold |
30,451
| – | – | ﹤0.01% | 1905 |
|
|
2024
Q3 | $304K | Hold |
30,451
| – | – | ﹤0.01% | 1869 |
|
|
2024
Q2 | $302K | Hold |
30,451
| – | – | ﹤0.01% | 1821 |
|
|
2024
Q1 | $280K | Hold |
30,451
| – | – | ﹤0.01% | 1862 |
|
|
2023
Q4 | $211K | Hold |
30,451
| – | – | ﹤0.01% | 2045 |
|
|
2023
Q3 | $213K | Hold |
30,451
| – | – | ﹤0.01% | 1940 |
|
|
2023
Q2 | $209K | Buy |
30,451
+10,011
| +49% | +$68.7K | ﹤0.01% | 1902 |
|
|
2023
Q1 | $120K | Hold |
20,440
| – | – | ﹤0.01% | 2189 |
|
|
2022
Q4 | $111K | Buy |
20,440
+3,858
| +23% | +$21K | ﹤0.01% | 2197 |
|
|
2022
Q3 | $78K | Hold |
16,582
| – | – | ﹤0.01% | 2395 |
|
|
2022
Q2 | $84K | Hold |
16,582
| – | – | ﹤0.01% | 2358 |
|
|
2022
Q1 | $97K | Hold |
16,582
| – | – | ﹤0.01% | 2298 |
|
|
2021
Q4 | $101K | Hold |
16,582
| – | – | ﹤0.01% | 2509 |
|
|
2021
Q3 | $94K | Hold |
16,582
| – | – | ﹤0.01% | 2382 |
|
|
2021
Q2 | $103K | Hold |
16,582
| – | – | ﹤0.01% | 2208 |
|
|
2021
Q1 | $104K | Sell |
16,582
-159
| -0.9% | -$997 | ﹤0.01% | 2141 |
|
|
2020
Q4 | $90K | Buy |
16,741
+9,647
| +136% | +$51.9K | ﹤0.01% | 2258 |
|
|
2020
Q3 | $23K | Hold |
7,094
| – | – | ﹤0.01% | 2473 |
|
|
2020
Q2 | $25K | Hold |
7,094
| – | – | ﹤0.01% | 2422 |
|
|
2020
Q1 | $17K | Hold |
7,094
| – | – | ﹤0.01% | 2385 |
|
|
2019
Q4 | $34K | Hold |
7,094
| – | – | ﹤0.01% | 2335 |
|
|
2019
Q3 | $37K | Hold |
7,094
| – | – | ﹤0.01% | 2223 |
|
|
2019
Q2 | $44K | Hold |
7,094
| – | – | ﹤0.01% | 2142 |
|
|
2019
Q1 | $50K | Sell |
7,094
-3,226
| -31% | -$22.7K | ﹤0.01% | 2011 |
|
|
2018
Q4 | $69K | Buy |
10,320
+3,956
| +62% | +$26.5K | ﹤0.01% | 1836 |
|
|
2018
Q3 | $54K | Hold |
6,364
| – | – | ﹤0.01% | 2118 |
|
|
2018
Q2 | $58K | Hold |
6,364
| – | – | ﹤0.01% | 2034 |
|
|
2018
Q1 | $58K | Hold |
6,364
| – | – | ﹤0.01% | 1965 |
|
|
2017
Q4 | $80K | Buy |
6,364
+1,848
| +41% | +$23.2K | ﹤0.01% | 1721 |
|
|
2017
Q3 | $46K | Buy |
4,516
+1,292
| +40% | +$13.2K | ﹤0.01% | 1861 |
|
|
2017
Q2 | $33K | Hold |
3,224
| – | – | ﹤0.01% | 2020 |
|
|
2017
Q1 | $29K | Hold |
3,224
| – | – | ﹤0.01% | 2143 |
|
|
2016
Q4 | $36K | Hold |
3,224
| – | – | ﹤0.01% | 1920 |
|
|
2016
Q3 | $33K | Buy |
3,224
+571
| +22% | +$5.85K | ﹤0.01% | 1927 |
|
|
2016
Q2 | $26K | Hold |
2,653
| – | – | ﹤0.01% | 1911 |
|
|
2016
Q1 | $30K | Hold |
2,653
| – | – | ﹤0.01% | 1743 |
|
|
2015
Q4 | $42K | Buy |
2,653
+1,502
| +130% | +$23.8K | ﹤0.01% | 1537 |
|
|
2015
Q3 | $19K | Buy |
1,151
+748
| +186% | +$12.3K | ﹤0.01% | 1521 |
|
|
2015
Q2 | $9K | Hold |
403
| – | – | ﹤0.01% | 1471 |
|
|
2015
Q1 | $9K | Buy |
+403
| New | +$9K | ﹤0.01% | 1447 |
|