Bogart Wealth LLC’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 | $8.45K | Hold |
133
| – | – | ﹤0.01% | 821 |
|
|
2025
Q1 | $7.73K | Hold |
133
| – | – | ﹤0.01% | 805 |
|
|
2024
Q4 | $7K | Hold |
133
| – | – | ﹤0.01% | 805 |
|
|
2024
Q3 | $7.65K | Hold |
133
| – | – | ﹤0.01% | 748 |
|
|
2024
Q2 | $7.14K | Hold |
133
| – | – | ﹤0.01% | 716 |
|
|
2024
Q1 | $7.28K | Hold |
133
| – | – | ﹤0.01% | 694 |
|
|
2023
Q4 | $6.98K | Hold |
133
| – | – | ﹤0.01% | 683 |
|
|
2023
Q3 | $6.43K | Hold |
133
| – | – | ﹤0.01% | 670 |
|
|
2023
Q2 | $6.65K | Hold |
133
| – | – | ﹤0.01% | 650 |
|
|
2023
Q1 | $6.61K | Hold |
133
| – | – | ﹤0.01% | 663 |
|
|
2022
Q4 | $6.25K | Hold |
133
| – | – | ﹤0.01% | 626 |
|
|
2022
Q3 | $5K | Hold |
133
| – | – | ﹤0.01% | 679 |
|
|
2022
Q2 | $6K | Buy |
133
+1
| +0.8% | +$45 | ﹤0.01% | 609 |
|
|
2022
Q1 | $7K | Sell |
132
-1
| -0.8% | -$53 | ﹤0.01% | 527 |
|
|
2021
Q4 | $7K | Hold |
133
| – | – | ﹤0.01% | 510 |
|
|
2021
Q3 | $7K | Sell |
133
-76
| -36% | -$4K | ﹤0.01% | 498 |
|
|
2021
Q2 | $11K | Buy |
209
+132
| +171% | +$6.95K | ﹤0.01% | 430 |
|
|
2021
Q1 | $4K | Buy |
+77
| New | +$4K | ﹤0.01% | 497 |
|