B. Riley Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $2.17K | Buy |
47,757
+6,729
| +16% | +$306 | ﹤0.01% | 203 |
|
|
2022
Q1 | $2.16M | Sell |
41,028
-1,624
| -4% | -$85.7K | 0.17% | 125 |
|
|
2021
Q4 | $2.31M | Buy |
42,652
+2,364
| +6% | +$128K | 0.16% | 130 |
|
|
2021
Q3 | $2.13M | Sell |
40,288
-107
| -0.3% | -$5.66K | 0.16% | 127 |
|
|
2021
Q2 | $2.2M | Sell |
40,395
-870
| -2% | -$47.4K | 0.24% | 96 |
|
|
2021
Q1 | $2.17M | Buy |
+41,265
| New | +$2.17M | 0.25% | 96 |
|
|
2020
Q4 | – | Sell |
-54,384
| Closed | -$2.47M | – | 413 |
|
|
2020
Q3 | $2.47M | Buy |
54,384
+5,768
| +12% | +$262K | 0.29% | 82 |
|
|
2020
Q2 | $2.15M | Buy |
48,616
+6,911
| +17% | +$306K | 0.24% | 100 |
|
|
2020
Q1 | $1.65M | Sell |
41,705
-12,712
| -23% | -$502K | 0.17% | 120 |
|
|
2019
Q4 | $2.91M | Buy |
54,417
+4,297
| +9% | +$230K | 0.44% | 57 |
|
|
2019
Q3 | $2.49M | Sell |
50,120
-12,839
| -20% | -$638K | 0.43% | 55 |
|
|
2019
Q2 | $3.21K | Buy |
62,959
+725
| +1% | +$37 | 0.49% | 43 |
|
|
2019
Q1 | $3.15M | Buy |
62,234
+18,828
| +43% | +$953K | 0.55% | 45 |
|
|
2018
Q4 | $2.02M | Buy |
43,406
+6,513
| +18% | +$304K | 0.42% | 55 |
|
|
2018
Q3 | $1.96M | Buy |
+36,893
| New | +$1.96M | 0.48% | 46 |
|
|
2015
Q3 | – | Sell |
-133
| Closed | -$6K | – | 293 |
|
|
2015
Q2 | $6K | Buy |
133
+56
| +73% | +$2.53K | ﹤0.01% | 825 |
|
|
2015
Q1 | $3K | Buy |
+77
| New | +$3K | ﹤0.01% | 919 |
|