B. Riley Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Buy |
+17,593
| New | +$1.12M | 0.05% | 321 |
|
|
2024
Q4 | $1.03M | Sell |
19,495
-25,625
| -57% | -$1.35M | 0.03% | 438 |
|
|
2024
Q3 | $2.57M | Sell |
45,120
-3,962
| -8% | -$226K | 0.07% | 271 |
|
|
2024
Q2 | $2.64M | Sell |
49,082
-17,605
| -26% | -$946K | 0.07% | 276 |
|
|
2024
Q1 | $3.22M | Buy |
66,687
+15,204
| +30% | +$735K | 0.09% | 223 |
|
|
2023
Q4 | $2.7M | Sell |
51,483
-15,204
| -23% | -$798K | 0.07% | 276 |
|
|
2023
Q3 | $3.22M | Buy |
66,687
+20,810
| +45% | +$1.01M | 0.09% | 223 |
|
|
2023
Q2 | $2.3M | Buy |
45,877
+6,042
| +15% | +$302K | 0.05% | 332 |
|
|
2023
Q1 | $1.98M | Sell |
39,835
-3,188
| -7% | -$159K | 0.05% | 346 |
|
|
2022
Q4 | $2.02M | Sell |
43,023
-2,982
| -6% | -$140K | 0.06% | 332 |
|
|
2022
Q3 | $1.85M | Buy |
+46,005
| New | +$1.85M | 0.06% | 328 |
|
|
2015
Q1 | – | Sell |
-500
| Closed | -$25 | – | 929 |
|
|
2014
Q4 | $25 | Buy |
+500
| New | +$25 | ﹤0.01% | 2439 |
|
|
2014
Q3 | – | Sell |
-500
| Closed | -$28K | – | 957 |
|
|
2014
Q2 | $28K | Buy |
+500
| New | +$28K | 0.01% | 1306 |
|