Arkadios Wealth Advisors’s WisdomTree International Multifactor Fund DWMF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Buy |
+6,719
| New | +$211K | 0.01% | 1171 |
|
|
2022
Q1 | – | Sell |
-13,161
| Closed | -$350K | – | 573 |
|
|
2021
Q4 | $350K | Sell |
13,161
-4,371
| -25% | -$116K | 0.05% | 398 |
|
|
2021
Q3 | $453K | Sell |
17,532
-3,501
| -17% | -$90.5K | 0.07% | 314 |
|
|
2021
Q2 | $549K | Sell |
21,033
-33,703
| -62% | -$880K | 0.07% | 306 |
|
|
2021
Q1 | $1.39M | Buy |
54,736
+3,845
| +8% | +$97.9K | 0.23% | 115 |
|
|
2020
Q4 | $1.26M | Buy |
50,891
+50,392
| +10,099% | +$1.25M | 0.26% | 101 |
|
|
2020
Q3 | $12K | Sell |
499
-244
| -33% | -$5.89K | 0.01% | 710 |
|
|
2020
Q2 | $17.6K | Sell |
743
-1,182
| -61% | -$27.9K | 0.01% | 563 |
|
|
2020
Q1 | $40.4K | Sell |
1,925
-408
| -17% | -$8.55K | 0.03% | 369 |
|
|
2019
Q4 | $61.3K | Buy |
+2,333
| New | +$61.3K | 0.04% | 290 |
|