Beacon Financial Group’s WisdomTree International Equity Fund DWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $567K | Sell |
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|
2025
Q2 | $619K | Sell |
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|
2025
Q1 | $631K | Sell |
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|
2024
Q4 | $775K | Sell |
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|
2024
Q3 | $917K | Sell |
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|
2024
Q2 | $882K | Sell |
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|
2024
Q1 | $1M | Sell |
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|
2023
Q4 | $1.05M | Sell |
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|
2023
Q3 | $1.01M | Sell |
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|
2023
Q2 | $1.5M | Sell |
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|
2023
Q1 | $1.58M | Sell |
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|
2022
Q4 | $1.52M | Sell |
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|
2022
Q3 | $1.32M | Buy |
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|
2022
Q2 | $1.5M | Sell |
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|
2022
Q1 | $1.74M | Buy |
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|
2021
Q4 | $1.76M | Buy |
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|
2021
Q3 | $1.71M | Buy |
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|
2021
Q2 | $1.74M | Sell |
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|
2021
Q1 | $1.73M | Hold |
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|
2020
Q4 | $1.73M | Sell |
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|
2020
Q3 | $2.42M | Buy |
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|
2020
Q2 | $1.52M | Sell |
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|
2020
Q1 | $4.08M | Buy |
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|
2019
Q4 | $4.03M | Buy |
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|
2019
Q3 | $3.65M | Buy |
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|
2019
Q2 | $3.72M | Buy |
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|
2019
Q1 | $3.65K | Buy |
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|
2018
Q4 | $3.13M | Buy |
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|
2018
Q3 | $3.52M | Sell |
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|
2018
Q2 | $3.51M | Buy |
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|
2018
Q1 | $3.44M | Buy |
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|
2017
Q4 | $2.55M | Buy |
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