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Clearstead Advisors’s WisdomTree International LargeCap Dividend Fund DOL Stock Holding History

Clearstead Advisors’s Portfolio DOL Stock Details DOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$253K Hold
4,243
– – ﹤0.01% 822
2025
Q1 		$234K Hold
4,243
– – ﹤0.01% 781
2024
Q4 		$210K Sell
4,243
-119
-3% -$5.88K ﹤0.01% 835
2024
Q3 		$235K Hold
4,362
– – ﹤0.01% 796
2024
Q2 		$221K Buy
+4,362
New +$221K ﹤0.01% 793