AE Wealth Management’s WisdomTree International Equity Fund DWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.2K | Buy |
428
+250
| +140% | +$15.9K | ﹤0.01% | 1706 |
|
|
2025
Q1 | $10.4K | Hold |
178
| – | – | ﹤0.01% | 1851 |
|
|
2024
Q4 | $9.38K | Buy |
+178
| New | +$9.38K | ﹤0.01% | 1853 |
|
|
2024
Q1 | – | Sell |
-59,269
| Closed | -$3.09M | – | 1366 |
|
|
2023
Q4 | $3.09M | Sell |
59,269
-15,779
| -21% | -$822K | 0.02% | 756 |
|
|
2023
Q3 | $3.63M | Sell |
75,048
-2,103
| -3% | -$102K | 0.02% | 639 |
|
|
2023
Q2 | $3.86M | Sell |
77,151
-5,040
| -6% | -$252K | 0.02% | 620 |
|
|
2023
Q1 | $4.09M | Sell |
82,191
-593
| -0.7% | -$29.5K | 0.03% | 558 |
|
|
2022
Q4 | $3.89M | Sell |
82,784
-13,636
| -14% | -$641K | 0.03% | 542 |
|
|
2022
Q3 | $3.87M | Buy |
96,420
+6,726
| +7% | +$270K | 0.03% | 485 |
|
|
2022
Q2 | $4.08M | Sell |
89,694
-10,272
| -10% | -$467K | 0.03% | 444 |
|
|
2022
Q1 | $5.27M | Buy |
99,966
+26,642
| +36% | +$1.41M | 0.04% | 424 |
|
|
2021
Q4 | $3.97M | Buy |
+73,324
| New | +$3.97M | 0.03% | 484 |
|