AAS
Avantax Advisory Services’s WisdomTree International Multifactor Fund DWMF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.81M | Sell |
57,747
-1,340
| -2% | -$42.1K | 0.01% | 852 |
|
|
2025
Q1 | $1.73M | Sell |
59,087
-345
| -0.6% | -$10.1K | 0.01% | 815 |
|
|
2024
Q4 | $1.6M | Sell |
59,432
-10,660
| -15% | -$287K | 0.01% | 831 |
|
|
2024
Q3 | $1.98M | Sell |
70,092
-43,199
| -38% | -$1.22M | 0.01% | 702 |
|
|
2024
Q2 | $2.96M | Sell |
113,291
-285,117
| -72% | -$7.45M | 0.02% | 531 |
|
|
2024
Q1 | $10.6M | Sell |
398,408
-398,506
| -50% | -$10.6M | 0.09% | 165 |
|
|
2023
Q4 | $20.2M | Sell |
796,914
-4,431
| -0.6% | -$112K | 0.2% | 83 |
|
|
2023
Q3 | $19.7M | Buy |
801,345
+1,044
| +0.1% | +$25.6K | 0.22% | 71 |
|
|
2023
Q2 | $20.1M | Sell |
800,301
-17,959
| -2% | -$451K | 0.23% | 73 |
|
|
2023
Q1 | $20.5M | Sell |
818,260
-2,248
| -0.3% | -$56.3K | 0.25% | 61 |
|
|
2022
Q4 | $19.5M | Buy |
820,508
+32,338
| +4% | +$769K | 0.26% | 55 |
|
|
2022
Q3 | $17.1M | Buy |
788,170
+44,728
| +6% | +$971K | 0.26% | 56 |
|
|
2022
Q2 | $17.5M | Sell |
743,442
-32,394
| -4% | -$762K | 0.26% | 58 |
|
|
2022
Q1 | $19.5M | Sell |
775,836
-53,744
| -6% | -$1.35M | 0.27% | 57 |
|
|
2021
Q4 | $22M | Buy |
829,580
+7,996
| +1% | +$212K | 0.33% | 44 |
|
|
2021
Q3 | $21.3M | Buy |
821,584
+29,109
| +4% | +$753K | 0.35% | 39 |
|
|
2021
Q2 | $20.7M | Buy |
792,475
+87,598
| +12% | +$2.29M | 0.38% | 40 |
|
|
2021
Q1 | $18M | Buy |
704,877
+10,269
| +1% | +$262K | 0.39% | 42 |
|
|
2020
Q4 | $17.2M | Sell |
694,608
-31,441
| -4% | -$779K | 0.41% | 43 |
|
|
2020
Q3 | $17.4M | Buy |
726,049
+71,108
| +11% | +$1.7M | 0.28% | 65 |
|
|
2020
Q2 | $15.2M | Buy |
654,941
+21,292
| +3% | +$495K | 0.44% | 40 |
|
|
2020
Q1 | $13.3M | Buy |
633,649
+42,847
| +7% | +$898K | 0.4% | 38 |
|
|
2019
Q4 | $15.1M | Buy |
590,802
+35,865
| +6% | +$918K | 0.35% | 43 |
|
|
2019
Q3 | $13.8M | Buy |
554,937
+74,846
| +16% | +$1.86M | 0.56% | 23 |
|
|
2019
Q2 | $11.9M | Buy |
480,091
+253,218
| +112% | +$6.29M | 0.53% | 23 |
|
|
2019
Q1 | $5.64M | Buy |
+226,873
| New | +$5.64M | 0.3% | 38 |
|