Cascade Financial Partners’s WisdomTree International LargeCap Dividend Fund DOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13M | Buy |
217,743
+1,579
| +0.7% | +$94.1K | 1.56% | 11 |
|
|
2025
Q1 | $11.9M | Buy |
216,164
+16,178
| +8% | +$891K | 1.5% | 10 |
|
|
2024
Q4 | $9.89M | Sell |
199,986
-3,015
| -1% | -$149K | 1.29% | 13 |
|
|
2024
Q3 | $10.7M | Sell |
203,001
-1,661
| -0.8% | -$87.1K | 1.33% | 11 |
|
|
2024
Q2 | $10.4M | Buy |
204,662
+10
| +0% | +$507 | 1.36% | 11 |
|
|
2024
Q1 | $10.3M | Buy |
+204,652
| New | +$10.3M | 1.48% | 10 |
|