Cabot Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-4,677
| Closed | -$248K | – | 130 |
|
|
2018
Q3 | $248K | Hold |
4,677
| – | – | 0.05% | 112 |
|
|
2018
Q2 | $247K | Hold |
4,677
| – | – | 0.06% | 114 |
|
|
2018
Q1 | $257K | Hold |
4,677
| – | – | 0.06% | 114 |
|
|
2017
Q4 | $261K | Hold |
4,677
| – | – | 0.06% | 120 |
|
|
2017
Q3 | $255K | Hold |
4,677
| – | – | 0.06% | 120 |
|
|
2017
Q2 | $243K | Hold |
4,677
| – | – | 0.06% | 125 |
|
|
2017
Q1 | $233K | Hold |
4,677
| – | – | 0.06% | 129 |
|
|
2016
Q4 | $217K | Hold |
4,677
| – | – | 0.06% | 143 |
|
|
2016
Q3 | $220K | Hold |
4,677
| – | – | 0.06% | 145 |
|
|
2016
Q2 | $209K | Hold |
4,677
| – | – | 0.06% | 144 |
|
|
2016
Q1 | $214K | Buy |
+4,677
| New | +$214K | 0.06% | 131 |
|