Foundations Investment Advisors’s WisdomTree International Equity Fund DWM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-22,003
Closed -$1.1M 648
2023
Q2
$1.1M Sell
22,003
-1,109
-5% -$55.5K 0.04% 253
2023
Q1
$1.15M Buy
+23,112
New +$1.15M 0.04% 220