Allworth Financial’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 | $50.4K | Buy |
+793
| New | +$50.4K | ﹤0.01% | 1928 |
|
|
2023
Q3 | – | Sell |
-573
| Closed | -$28.7K | – | 3465 |
|
|
2023
Q2 | $28.7K | Buy |
573
+12
| +2% | +$600 | ﹤0.01% | 1347 |
|
|
2023
Q1 | $27.9K | Buy |
561
+5
| +0.9% | +$249 | ﹤0.01% | 1287 |
|
|
2022
Q4 | $26.2K | Buy |
556
+3
| +0.5% | +$141 | ﹤0.01% | 1243 |
|
|
2022
Q3 | $22K | Buy |
553
+5
| +0.9% | +$199 | ﹤0.01% | 1256 |
|
|
2022
Q2 | $25K | Buy |
548
+13
| +2% | +$593 | ﹤0.01% | 1143 |
|
|
2022
Q1 | $28K | Buy |
+535
| New | +$28K | ﹤0.01% | 1104 |
|