Creative Financial Designs’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-124
| Closed | -$7.14K | – | 1801 |
|
|
2024
Q3 | $7.14K | Sell |
124
-44
| -26% | -$2.53K | ﹤0.01% | 1291 |
|
|
2024
Q2 | $9.03K | Sell |
168
-35
| -17% | -$1.88K | ﹤0.01% | 1180 |
|
|
2024
Q1 | $11.1K | Hold |
203
| – | – | ﹤0.01% | 1112 |
|
|
2023
Q4 | $10.7K | Sell |
203
-15
| -7% | -$788 | ﹤0.01% | 1077 |
|
|
2023
Q3 | $10.5K | Sell |
218
-101
| -32% | -$4.88K | ﹤0.01% | 1014 |
|
|
2023
Q2 | $16K | Sell |
319
-1,131
| -78% | -$56.6K | ﹤0.01% | 901 |
|
|
2023
Q1 | $72.1K | Sell |
1,450
-41
| -3% | -$2.04K | 0.01% | 518 |
|
|
2022
Q4 | $70.1K | Sell |
1,491
-153
| -9% | -$7.2K | 0.01% | 514 |
|
|
2022
Q3 | $66K | Sell |
1,644
-66
| -4% | -$2.65K | 0.01% | 496 |
|
|
2022
Q2 | $78K | Buy |
1,710
+42
| +3% | +$1.92K | 0.01% | 475 |
|
|
2022
Q1 | $88K | Buy |
1,668
+230
| +16% | +$12.1K | 0.01% | 448 |
|
|
2021
Q4 | $78K | Sell |
1,438
-54
| -4% | -$2.93K | 0.01% | 485 |
|
|
2021
Q3 | $79K | Buy |
1,492
+595
| +66% | +$31.5K | 0.01% | 496 |
|
|
2021
Q2 | $49K | Buy |
+897
| New | +$49K | 0.01% | 605 |
|