AO
Advisor OS’s WisdomTree International Equity Fund DWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-37,087
| Closed | -$2.13M | – | 419 |
|
|
2024
Q3 | $2.13M | Buy |
37,087
+3,793
| +11% | +$218K | 0.21% | 87 |
|
|
2024
Q2 | $1.79M | Buy |
33,294
+3,501
| +12% | +$188K | 0.2% | 93 |
|
|
2024
Q1 | $1.63M | Buy |
29,793
+4,456
| +18% | +$244K | 0.19% | 97 |
|
|
2023
Q4 | $1.33M | Buy |
25,337
+281
| +1% | +$14.8K | 0.17% | 103 |
|
|
2023
Q3 | $1.21M | Sell |
25,056
-20,283
| -45% | -$981K | 0.18% | 103 |
|
|
2023
Q2 | $2.27M | Buy |
45,339
+3,193
| +8% | +$160K | 0.37% | 52 |
|
|
2023
Q1 | $2.1M | Buy |
+42,146
| New | +$2.1M | 0.5% | 47 |
|