Asset Dedication LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-200
| Closed | -$11K | – | 684 |
|
|
2019
Q4 | $11K | Hold |
200
| – | – | ﹤0.01% | 449 |
|
|
2019
Q3 | $10K | Hold |
200
| – | – | ﹤0.01% | 442 |
|
|
2019
Q2 | $10K | Hold |
200
| – | – | ﹤0.01% | 423 |
|
|
2019
Q1 | $10K | Hold |
200
| – | – | ﹤0.01% | 440 |
|
|
2018
Q4 | $9K | Hold |
200
| – | – | ﹤0.01% | 431 |
|
|
2018
Q3 | $11K | Hold |
200
| – | – | ﹤0.01% | 424 |
|
|
2018
Q2 | $11K | Hold |
200
| – | – | ﹤0.01% | 432 |
|
|
2018
Q1 | $11K | Hold |
200
| – | – | 0.01% | 362 |
|
|
2017
Q4 | $11K | Hold |
200
| – | – | ﹤0.01% | 347 |
|
|
2017
Q3 | $11K | Buy |
+200
| New | +$11K | 0.01% | 291 |
|