Evernest Financial Advisors’s WisdomTree International LargeCap Dividend Fund DOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.56M | Buy |
93,271
+6,701
| +8% | +$399K | 1.8% | 15 |
|
|
2025
Q1 | $4.77M | Sell |
86,570
-2,550
| -3% | -$140K | 1.71% | 15 |
|
|
2024
Q4 | $4.41M | Sell |
89,120
-867
| -1% | -$42.9K | 1.14% | 19 |
|
|
2024
Q3 | $4.86M | Buy |
89,987
+1,655
| +2% | +$89.3K | 1.31% | 14 |
|
|
2024
Q2 | $4.48M | Buy |
88,332
+1,413
| +2% | +$71.7K | 2.01% | 13 |
|
|
2024
Q1 | $4.34M | Sell |
86,919
-5,981
| -6% | -$298K | 2.05% | 12 |
|
|
2023
Q4 | $4.58M | Buy |
+92,900
| New | +$4.58M | 2.32% | 11 |
|
|
2021
Q4 | $4.24M | Buy |
+87,031
| New | +$4.24M | 2.2% | 11 |
|