Creative Capital Management Investments’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 | $34.3K | Hold |
539
| – | – | 0.01% | 138 |
|
2025
Q1 | $31.3K | Hold |
539
| – | – | 0.01% | 130 |
|
2024
Q4 | $28.4K | Hold |
539
| – | – | 0.01% | 136 |
|
2024
Q3 | $31K | Hold |
539
| – | – | 0.01% | 118 |
|
2024
Q2 | $29K | Hold |
539
| – | – | 0.01% | 110 |
|
2024
Q1 | $29.5K | Hold |
539
| – | – | 0.02% | 105 |
|
2023
Q4 | $28.3K | Hold |
539
| – | – | 0.02% | 109 |
|
2023
Q3 | $26.1K | Hold |
539
| – | – | 0.02% | 113 |
|
2023
Q2 | $27K | Buy |
+539
| New | +$27K | 0.02% | 106 |
|