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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.81M | Buy |
|
|||||
|
2025
Q2 | $1.73M | Hold |
|
|||||
|
2025
Q1 | $1.59M | Hold |
|
|||||
|
2024
Q4 | $1.44M | Hold |
|
|||||
|
2024
Q3 | $1.57M | Buy |
|
|||||
|
2024
Q2 | $1.35M | Sell |
|
|||||
|
2024
Q1 | $1.57M | Hold |
|
|||||
|
2023
Q4 | $1.51M | Sell |
|
|||||
|
2023
Q3 | $1.57M | Sell |
|
|||||
|
2023
Q2 | $1.67M | Sell |
|
|||||
|
2023
Q1 | $1.96M | Sell |
|
|||||
|
2022
Q4 | $1.88M | Buy |
|
|||||
|
2022
Q3 | $1.56M | Sell |
|
|||||
|
2022
Q2 | $1.79M | Sell |
|
|||||
|
2022
Q1 | $2.83M | Buy |
|
|||||
|
2021
Q4 | $2.66M | Buy |
|
|||||
|
2021
Q3 | $2.59M | Buy |
|
|||||
|
2021
Q2 | $1.79M | Sell |
|
|||||
|
2021
Q1 | $2.6M | Sell |
|
|||||
|
2020
Q4 | $2.52M | Sell |
|
|||||
|
2020
Q3 | $2.39M | Sell |
|
|||||
|
2020
Q2 | $3.27M | Buy |
|
|||||
|
2020
Q1 | $2.56M | Buy |
|
|||||
|
2019
Q4 | $236K | Sell |
|
|||||
|
2019
Q3 | $230K | Buy |
|
|||||
|
2019
Q2 | $229K | Sell |
|
|||||
|
2019
Q1 | $233K | Sell |
|
|||||
|
2018
Q4 | $234K | Sell |
|
|||||
|
2018
Q3 | $374K | Sell |
|
|||||
|
2018
Q2 | $601K | Buy |
|
|||||
|
2018
Q1 | $254K | Sell |
|
|||||
|
2017
Q4 | $268K | Buy |
|
|||||
|
2017
Q3 | $261K | Sell |
|
|||||
|
2017
Q2 | $277K | Buy |
|
|||||
|
2017
Q1 | $218K | Hold |
|
|||||
|
2016
Q4 | $203K | Sell |
|
|||||
|
2016
Q3 | $269K | Buy |
|
|||||
|
2016
Q2 | $238K | Sell |
|
|||||
|
2016
Q1 | $391K | Buy |
|
|||||
|
2015
Q4 | $392K | Sell |
|
|||||
|
2015
Q3 | $397K | Buy |
|
|||||
|
2015
Q2 | – | Sell |
|
|||||
|
2015
Q1 | $490K | Sell |
|
|||||
|
2014
Q4 | $520K | Buy |
|
|||||
|
2014
Q3 | $458K | Buy |
|
|||||
|
2014
Q2 | $434K | Sell |
|
|||||
|
2014
Q1 | $429K | Sell |
|
|||||
|
2013
Q4 | $461K | Buy |
|
|||||
|
2013
Q3 | $431K | Buy |
|
|||||
|
2013
Q2 | $327K | Buy |
|