BW
BIP Wealth’s WisdomTree International LargeCap Dividend Fund DOL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.4M | Sell |
308,561
-15,525
| -5% | -$925K | 1.13% | 15 |
|
|
2025
Q1 | $17.8M | Buy |
324,086
+3,721
| +1% | +$205K | 1.16% | 13 |
|
|
2024
Q4 | $15.8M | Buy |
320,365
+42,117
| +15% | +$2.08M | 1.06% | 14 |
|
|
2024
Q3 | $15M | Buy |
278,248
+42,623
| +18% | +$2.3M | 1.02% | 15 |
|
|
2024
Q2 | $12M | Buy |
235,625
+10,601
| +5% | +$538K | 0.98% | 15 |
|
|
2024
Q1 | $11.6M | Buy |
225,024
+15,498
| +7% | +$801K | 0.85% | 17 |
|
|
2023
Q4 | $10.3M | Buy |
209,526
+9,523
| +5% | +$469K | 0.81% | 18 |
|
|
2023
Q3 | $9.12M | Sell |
200,003
-5,440
| -3% | -$248K | 0.84% | 18 |
|
|
2023
Q2 | $9.69M | Buy |
205,443
+22,717
| +12% | +$1.07M | 0.79% | 20 |
|
|
2023
Q1 | $8.53M | Buy |
+182,726
| New | +$8.53M | 0.94% | 22 |
|