Beacon Capital Management LLC (Tennessee)’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 | $25.1K | Buy |
395
+7
| +2% | +$445 | ﹤0.01% | 467 |
|
|
2025
Q1 | $22.6K | Buy |
388
+1
| +0.3% | +$58 | ﹤0.01% | 454 |
|
|
2024
Q4 | $20.4K | Buy |
387
+3
| +0.8% | +$158 | ﹤0.01% | 471 |
|
|
2024
Q3 | $22.1K | Hold |
384
| – | – | ﹤0.01% | 474 |
|
|
2024
Q2 | $20.6K | Hold |
384
| – | – | ﹤0.01% | 443 |
|
|
2024
Q1 | $21K | Hold |
384
| – | – | ﹤0.01% | 442 |
|
|
2023
Q4 | $18.6K | Hold |
384
| – | – | 0.01% | 396 |
|
|
2023
Q3 | $19.2K | Hold |
384
| – | – | 0.01% | 412 |
|
|
2023
Q2 | $19.2K | Hold |
384
| – | – | 0.01% | 412 |
|
|
2023
Q1 | $19.1K | Hold |
384
| – | – | 0.01% | 369 |
|
|
2022
Q4 | $18.1K | Hold |
384
| – | – | 0.01% | 397 |
|
|
2022
Q3 | $17K | Hold |
384
| – | – | 0.01% | 376 |
|
|
2022
Q2 | $20K | Hold |
384
| – | – | 0.01% | 394 |
|
|
2022
Q1 | $20K | Buy |
+384
| New | +$20K | ﹤0.01% | 394 |
|