DeDora Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-789
| Closed | -$42K | – | 189 |
|
|
2022
Q1 | $42K | Buy |
+789
| New | +$42K | 0.02% | 173 |
|
|
2020
Q1 | – | Sell |
-3,907
| Closed | -$209K | – | 92 |
|
|
2019
Q4 | $209K | Buy |
+3,907
| New | +$209K | 0.13% | 90 |
|
|
2018
Q4 | – | Sell |
-3,761
| Closed | -$200K | – | 83 |
|
|
2018
Q3 | $200K | Sell |
3,761
-780
| -17% | -$41.5K | 0.15% | 82 |
|
|
2018
Q2 | $240K | Sell |
4,541
-49
| -1% | -$2.59K | 0.19% | 81 |
|
|
2018
Q1 | $252K | Sell |
4,590
-725
| -14% | -$39.8K | 0.2% | 81 |
|
|
2017
Q4 | $296K | Buy |
+5,315
| New | +$296K | 0.25% | 69 |
|