AWA
Arete Wealth Advisors’s WisdomTree International Equity Fund DWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,874
| Closed | -$204K | – | 479 |
|
|
2022
Q1 | $204K | Hold |
3,874
| – | – | 0.02% | 476 |
|
|
2021
Q4 | $210K | Buy |
+3,874
| New | +$210K | 0.02% | 465 |
|
|
2021
Q3 | – | Sell |
-4,011
| Closed | -$219K | – | 420 |
|
|
2021
Q2 | $219K | Sell |
4,011
-283
| -7% | -$15.5K | 0.03% | 321 |
|
|
2021
Q1 | $226K | Sell |
4,294
-1,475
| -26% | -$77.6K | 0.03% | 368 |
|
|
2020
Q4 | $292K | Buy |
5,769
+308
| +6% | +$15.6K | 0.04% | 314 |
|
|
2020
Q3 | $249K | Buy |
+5,461
| New | +$249K | 0.04% | 317 |
|