AllSquare Wealth Management’s WisdomTree International Equity Fund DWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
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|
2018
Q2 | $178K | Hold |
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|
2018
Q1 | $185K | Hold |
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|
2017
Q4 | $188K | Buy |
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|
2017
Q3 | $120K | Sell |
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|
2017
Q2 | $150K | Hold |
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|
2017
Q1 | $144K | Hold |
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|
2016
Q4 | $134K | Sell |
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|
2016
Q3 | $150K | Hold |
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|
2016
Q2 | $143K | Hold |
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|
2016
Q1 | $146K | Hold |
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|
2015
Q4 | $149K | Hold |
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|
2015
Q3 | $145K | Hold |
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|
2015
Q2 | $163K | Sell |
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|
2015
Q1 | $179K | Buy |
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|
2014
Q4 | $137K | Buy |
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