Avidian Wealth Enterprises’s WisdomTree International LargeCap Dividend Fund DOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.23M | Buy |
121,448
+3,241
| +3% | +$193K | 0.29% | 56 |
|
|
2025
Q1 | $6.51M | Buy |
118,207
+51
| +0% | +$2.81K | 0.29% | 58 |
|
|
2024
Q4 | $5.84M | Sell |
118,156
-11,767
| -9% | -$582K | 0.26% | 60 |
|
|
2024
Q3 | $7.01M | Sell |
129,923
-165
| -0.1% | -$8.9K | 0.32% | 55 |
|
|
2024
Q2 | $6.6M | Sell |
130,088
-4,250
| -3% | -$216K | 0.27% | 55 |
|
|
2024
Q1 | $6.95M | Sell |
134,338
-444
| -0.3% | -$23K | 0.34% | 45 |
|
|
2023
Q4 | $6.64M | Sell |
134,782
-10,406
| -7% | -$513K | 0.41% | 46 |
|
|
2023
Q3 | $6.62M | Sell |
145,188
-14,622
| -9% | -$667K | 0.47% | 43 |
|
|
2023
Q2 | $7.54M | Sell |
159,810
-58,812
| -27% | -$2.77M | 0.49% | 44 |
|
|
2023
Q1 | $10.2M | Buy |
218,622
+45,354
| +26% | +$2.12M | 0.56% | 38 |
|
|
2022
Q4 | $7.63M | Sell |
173,268
-5,220
| -3% | -$230K | 0.5% | 43 |
|
|
2022
Q3 | $6.68M | Buy |
178,488
+23,433
| +15% | +$877K | 0.48% | 44 |
|
|
2022
Q2 | $6.49M | Buy |
155,055
+10,621
| +7% | +$444K | 0.46% | 48 |
|
|
2022
Q1 | $7.02M | Buy |
144,434
+14,716
| +11% | +$715K | 0.43% | 44 |
|
|
2021
Q4 | $6.41M | Buy |
129,718
+12,911
| +11% | +$638K | 0.4% | 45 |
|
|
2021
Q3 | $5.55M | Buy |
116,807
+26,644
| +30% | +$1.27M | 0.42% | 42 |
|
|
2021
Q2 | $4.45M | Buy |
90,163
+11,129
| +14% | +$549K | 0.34% | 49 |
|
|
2021
Q1 | $3.74M | Buy |
79,034
+13,991
| +22% | +$662K | 0.32% | 53 |
|
|
2020
Q4 | $2.99M | Buy |
65,043
+3,258
| +5% | +$150K | 0.28% | 57 |
|
|
2020
Q3 | $2.55M | Sell |
61,785
-3,755
| -6% | -$155K | 0.29% | 57 |
|
|
2020
Q2 | $2.68M | Sell |
65,540
-1,617
| -2% | -$66K | 0.36% | 48 |
|
|
2020
Q1 | $2.48M | Buy |
67,157
+2,637
| +4% | +$97.4K | 0.4% | 38 |
|
|
2019
Q4 | $3.16M | Buy |
64,520
+8,918
| +16% | +$437K | 0.45% | 35 |
|
|
2019
Q3 | $2.56M | Buy |
+55,602
| New | +$2.56M | 0.42% | 32 |
|