Bogart Wealth LLC’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 | $8.8K | Hold |
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|
2025
Q2 | $8.45K | Hold |
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|
2025
Q1 | $7.73K | Hold |
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|
2024
Q4 | $7K | Hold |
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|
2024
Q3 | $7.65K | Hold |
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|
2024
Q2 | $7.14K | Hold |
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|
2024
Q1 | $7.28K | Hold |
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|
2023
Q4 | $6.98K | Hold |
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|
2023
Q3 | $6.43K | Hold |
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|
2023
Q2 | $6.65K | Hold |
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|
2023
Q1 | $6.61K | Hold |
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|
2022
Q4 | $6.25K | Hold |
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|
2022
Q3 | $5K | Hold |
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|
2022
Q2 | $6K | Buy |
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|
2022
Q1 | $7K | Sell |
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|
2021
Q4 | $7K | Hold |
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|
2021
Q3 | $7K | Sell |
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|
2021
Q2 | $11K | Buy |
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|
2021
Q1 | $4K | Buy |
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