Brightwater Advisory’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 | $765K | Sell |
12,032
-881
| -7% | -$56K | 0.55% | 31 |
|
|
2025
Q1 | $751K | Sell |
12,913
-1,958
| -13% | -$114K | 0.59% | 30 |
|
|
2024
Q4 | $784K | Sell |
14,871
-13,949
| -48% | -$735K | 0.61% | 30 |
|
|
2024
Q3 | $1.66M | Sell |
28,820
-16,641
| -37% | -$958K | 1.22% | 25 |
|
|
2024
Q2 | $2.44M | Sell |
45,461
-17,026
| -27% | -$915K | 1.89% | 19 |
|
|
2024
Q1 | $3.42M | Buy |
+62,487
| New | +$3.42M | 2.75% | 15 |
|