Avantax Advisory Services’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
Q4 | – | Sell |
-7,955
| Closed | -$362K | – | 1036 |
|
|
2020
Q3 | $362K | Buy |
7,955
+2,359
| +42% | +$107K | 0.01% | 941 |
|
|
2020
Q2 | $248K | Sell |
5,596
-3,964
| -41% | -$176K | 0.01% | 709 |
|
|
2020
Q1 | $376K | Buy |
9,560
+113
| +1% | +$4.44K | 0.01% | 509 |
|
|
2019
Q4 | $508K | Buy |
+9,447
| New | +$508K | 0.01% | 473 |
|
|
2019
Q3 | – | Sell |
-3,988
| Closed | -$203K | – | 577 |
|
|
2019
Q2 | $203K | Buy |
+3,988
| New | +$203K | 0.01% | 485 |
|