Creative Planning’s WisdomTree International Equity Fund DWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.92M | Sell |
27,454
-149
| -0.5% | -$10.7K | ﹤0.01% | 1920 |
|
|
2025
Q4 | $1.9M | Buy |
27,603
+249
| +0.9% | +$16.7K | ﹤0.01% | 1761 |
|
|
2025
Q3 | $1.81M | Buy |
27,354
+70
| +0.3% | +$4.55K | ﹤0.01% | 1627 |
|
|
2025
Q2 | $1.73M | Hold |
27,284
| – | – | ﹤0.01% | 1434 |
|
|
2025
Q1 | $1.59M | Hold |
27,284
| – | – | ﹤0.01% | 1360 |
|
|
2024
Q4 | $1.44M | Hold |
27,284
| – | – | ﹤0.01% | 1365 |
|
|
2024
Q3 | $1.57M | Buy |
27,284
+2,150
| +9% | +$120K | ﹤0.01% | 1215 |
|
|
2024
Q2 | $1.35M | Sell |
25,134
-3,577
| -12% | -$196K | ﹤0.01% | 1210 |
|
|
2024
Q1 | $1.57M | Hold |
28,711
| – | – | ﹤0.01% | 1076 |
|
|
2023
Q4 | $1.51M | Sell |
28,711
-3,764
| -12% | -$186K | ﹤0.01% | 1041 |
|
|
2023
Q3 | $1.57M | Sell |
32,475
-825
| -2% | -$41.2K | ﹤0.01% | 962 |
|
|
2023
Q2 | $1.67M | Sell |
33,300
-6,088
| -15% | -$308K | ﹤0.01% | 901 |
|
|
2023
Q1 | $1.96M | Sell |
39,388
-617
| -2% | -$30.6K | ﹤0.01% | 783 |
|
|
2022
Q4 | $1.88M | Buy |
40,005
+1,226
| +3% | +$54.8K | ﹤0.01% | 768 |
|
|
2022
Q3 | $1.56M | Sell |
38,779
-698
| -2% | -$31.3K | ﹤0.01% | 775 |
|
|
2022
Q2 | $1.79M | Sell |
39,477
-14,235
| -27% | -$707K | ﹤0.01% | 754 |
|
|
2022
Q1 | $2.83M | Buy |
53,712
+4,498
| +9% | +$239K | ﹤0.01% | 616 |
|
|
2021
Q4 | $2.66M | Buy |
49,214
+216
| +0.4% | +$11.6K | ﹤0.01% | 604 |
|
|
2021
Q3 | $2.59M | Buy |
48,998
+16,210
| +49% | +$894K | ﹤0.01% | 604 |
|
|
2021
Q2 | $1.79M | Sell |
32,788
-16,588
| -34% | -$912K | ﹤0.01% | 717 |
|
|
2021
Q1 | $2.6M | Sell |
49,376
-424
| -0.9% | -$22.1K | 0.01% | 619 |
|
|
2020
Q4 | $2.52M | Sell |
49,800
-2,836
| -5% | -$136K | 0.01% | 581 |
|
|
2020
Q3 | $2.39M | Sell |
52,636
-21,250
| -29% | -$981K | 0.01% | 500 |
|
|
2020
Q2 | $3.27M | Buy |
73,886
+9,194
| +14% | +$390K | 0.01% | 360 |
|
|
2020
Q1 | $2.56M | Buy |
64,692
+60,286
| +1,368% | +$2.9M | 0.01% | 364 |
|
|
2019
Q4 | $236K | Sell |
4,406
-215
| -5% | -$11.1K | ﹤0.01% | 1545 |
|
|
2019
Q3 | $230K | Buy |
4,621
+122
| +3% | +$6.05K | ﹤0.01% | 1515 |
|
|
2019
Q2 | $229K | Sell |
4,499
-109
| -2% | -$5.54K | ﹤0.01% | 1531 |
|
|
2019
Q1 | $233K | Sell |
4,608
-422
| -8% | -$21K | ﹤0.01% | 1485 |
|
|
2018
Q4 | $234K | Sell |
5,030
-2,018
| -29% | -$99.4K | ﹤0.01% | 1379 |
|
|
2018
Q3 | $374K | Sell |
7,048
-4,336
| -38% | -$230K | ﹤0.01% | 1262 |
|
|
2018
Q2 | $601K | Buy |
11,384
+6,762
| +146% | +$374K | ﹤0.01% | 974 |
|
|
2018
Q1 | $254K | Sell |
4,622
-183
| -4% | -$10.3K | ﹤0.01% | 1449 |
|
|
2017
Q4 | $268K | Buy |
4,805
+7
| +0.1% | +$385 | ﹤0.01% | 1419 |
|
|
2017
Q3 | $261K | Sell |
4,798
-535
| -10% | -$28.5K | ﹤0.01% | 1422 |
|
|
2017
Q2 | $277K | Buy |
5,333
+949
| +22% | +$49K | ﹤0.01% | 1335 |
|
|
2017
Q1 | $218K | Hold |
4,384
| – | – | ﹤0.01% | 1432 |
|
|
2016
Q4 | $203K | Sell |
4,384
-1,324
| -23% | -$61K | ﹤0.01% | 1404 |
|
|
2016
Q3 | $269K | Buy |
5,708
+395
| +7% | +$18.3K | ﹤0.01% | 1233 |
|
|
2016
Q2 | $238K | Sell |
5,313
-3,221
| -38% | -$148K | ﹤0.01% | 1171 |
|
|
2016
Q1 | $391K | Buy |
8,534
+113
| +1% | +$4.99K | ﹤0.01% | 856 |
|
|
2015
Q4 | $392K | Sell |
8,421
-310
| -4% | -$14.8K | ﹤0.01% | 871 |
|
|
2015
Q3 | $397K | Buy |
+8,731
| New | +$431K | ﹤0.01% | 837 |
|
|
2015
Q2 | – | Sell |
-9,466
| Closed | -$490K | – | 1587 |
|
|
2015
Q1 | $490K | Sell |
9,466
-1,016
| -10% | -$52K | ﹤0.01% | 744 |
|
|
2014
Q4 | $520K | Buy |
10,482
+1,718
| +20% | +$87.4K | 0.01% | 678 |
|
|
2014
Q3 | $458K | Buy |
8,764
+1,017
| +13% | +$55.8K | 0.01% | 691 |
|
|
2014
Q2 | $434K | Sell |
7,747
-103
| -1% | -$5.75K | 0.01% | 697 |
|
|
2014
Q1 | $429K | Sell |
7,850
-616
| -7% | -$33.1K | 0.01% | 692 |
|
|
2013
Q4 | $461K | Buy |
8,466
+136
| +2% | +$7.21K | 0.01% | 541 |
|
|
2013
Q3 | $431K | Buy |
8,330
+1,230
| +17% | +$60.8K | 0.01% | 489 |
|
|
2013
Q2 | $327K | Buy |
+7,100
| New | +$347K | 0.01% | 522 |
|
Other funds holding DWM
LI
VA
KAS