BG
Benedetti & Gucer’s WisdomTree International Equity Fund DWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $260K | Sell |
4,755
-292
| -6% | -$16K | 0.13% | 119 |
|
|
2023
Q4 | $265K | Buy |
+5,047
| New | +$265K | 0.14% | 113 |
|
|
2023
Q3 | – | Sell |
-4,841
| Closed | -$246K | – | 145 |
|
|
2023
Q2 | $246K | Sell |
4,841
-1,447
| -23% | -$73.5K | 0.13% | 125 |
|
|
2023
Q1 | $313K | Buy |
6,288
+188
| +3% | +$9.36K | 0.18% | 105 |
|
|
2022
Q4 | $287K | Hold |
6,100
| – | – | 0.21% | 73 |
|
|
2022
Q3 | $245K | Sell |
6,100
-2
| -0% | -$80 | 0.19% | 74 |
|
|
2022
Q2 | $283K | Buy |
6,102
+110
| +2% | +$5.1K | 0.19% | 69 |
|
|
2022
Q1 | $316K | Sell |
5,992
-11
| -0.2% | -$580 | 0.21% | 67 |
|
|
2021
Q4 | $324K | Sell |
6,003
-516
| -8% | -$27.9K | 0.22% | 65 |
|
|
2021
Q3 | $345K | Sell |
6,519
-268
| -4% | -$14.2K | 0.26% | 54 |
|
|
2021
Q2 | $370K | Buy |
6,787
+80
| +1% | +$4.36K | 0.33% | 48 |
|
|
2021
Q1 | $352K | Buy |
+6,707
| New | +$352K | 0.32% | 51 |
|