BI
Berkeley Inc’s WisdomTree International Equity Fund DWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,914
| Closed | -$223K | – | 79 |
|
|
2022
Q2 | $223K | Buy |
4,914
+16
| +0.3% | +$727 | 0.18% | 79 |
|
|
2022
Q1 | $258K | Sell |
4,898
-249
| -5% | -$13.1K | 0.18% | 81 |
|
|
2021
Q4 | $278K | Buy |
5,147
+8
| +0.2% | +$433 | 0.19% | 78 |
|
|
2021
Q3 | $272K | Sell |
5,139
-491
| -9% | -$26K | 0.2% | 72 |
|
|
2021
Q2 | $307K | Sell |
5,630
-49
| -0.9% | -$2.67K | 0.22% | 67 |
|
|
2021
Q1 | $299K | Sell |
5,679
-185
| -3% | -$9.73K | 0.22% | 69 |
|
|
2020
Q4 | $297K | Buy |
+5,864
| New | +$297K | 0.24% | 65 |
|