Fiduciary Trust’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
Q3 | – | Sell |
-8,350
| Closed | -$379K | – | 621 |
|
|
2022
Q2 | $379K | Buy |
+8,350
| New | +$379K | 0.01% | 497 |
|
|
2015
Q3 | – | Sell |
-4,550
| Closed | -$232K | – | 376 |
|
|
2015
Q2 | $232K | Buy |
4,550
+500
| +12% | +$25.5K | 0.01% | 327 |
|
|
2015
Q1 | $210K | Hold |
4,050
| – | – | 0.01% | 333 |
|
|
2014
Q4 | $201K | Hold |
4,050
| – | – | 0.01% | 336 |
|
|
2014
Q3 | $212K | Hold |
4,050
| – | – | 0.01% | 319 |
|
|
2014
Q2 | $227K | Buy |
+4,050
| New | +$227K | 0.01% | 309 |
|