Culbertson A N & Co’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
Q2 | $235K | Hold |
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|
2025
Q1 | $215K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $213K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $202K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $252K | Sell |
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|
2022
Q3 | $279K | Sell |
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|
2022
Q2 | $439K | Hold |
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|
2022
Q1 | $509K | Buy |
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|
2021
Q4 | $468K | Buy |
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|
2021
Q3 | $415K | Hold |
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|
2021
Q2 | $429K | Hold |
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|
2021
Q1 | $414K | Sell |
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|
2020
Q4 | $455K | Sell |
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|
2020
Q3 | $427K | Sell |
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|
2020
Q2 | $436K | Hold |
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|
2020
Q1 | $389K | Sell |
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|
2019
Q4 | $532K | Sell |
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|
2019
Q3 | $541K | Sell |
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|
2019
Q2 | $576K | Hold |
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|
2019
Q1 | $572K | Sell |
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|
2018
Q4 | $540K | Sell |
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|
2018
Q3 | $618K | Hold |
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|
2018
Q2 | $613K | Hold |
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|
2018
Q1 | $638K | Sell |
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|
2017
Q4 | $868K | Hold |
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|
2017
Q3 | $848K | Hold |
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|
2017
Q2 | $808K | Sell |
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|
2017
Q1 | $784K | Hold |
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|
2016
Q4 | $732K | Sell |
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|
2016
Q3 | $749K | Hold |
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|
2016
Q2 | $713K | Sell |
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|
2016
Q1 | $775K | Sell |
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|
2015
Q4 | $830K | Buy |
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|
2015
Q3 | $667K | Hold |
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|
2015
Q2 | $749K | Buy |
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|
2015
Q1 | $481K | Buy |
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|
2014
Q4 | $306K | Hold |
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|
2014
Q3 | $323K | Hold |
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|
2014
Q2 | $346K | Hold |
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|
2014
Q1 | $338K | Hold |
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|
2013
Q4 | $337K | Buy |
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|
2013
Q3 | $283K | Buy |
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|
2013
Q2 | $206K | Buy |
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