Evernest Financial Advisors’s WisdomTree True Developed International Fund DOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.62M | Sell |
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|
2025
Q4 | $6.72M | Sell |
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|
2025
Q3 | $5.81M | Sell |
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|
2025
Q2 | $5.56M | Buy |
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|
2025
Q1 | $4.77M | Sell |
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|
2024
Q4 | $4.41M | Sell |
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|
2024
Q3 | $4.86M | Buy |
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|
2024
Q2 | $4.48M | Buy |
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|
2024
Q1 | $4.34M | Sell |
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|
2023
Q4 | $4.58M | Buy |
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|
2021
Q4 | $4.24M | Buy |
|