Founders Financial Alliance’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 | $14.1K | Buy |
237
+23
| +11% | +$1.37K | ﹤0.01% | 445 |
|
|
2025
Q1 | $11.8K | Buy |
214
+82
| +62% | +$4.52K | ﹤0.01% | 521 |
|
|
2024
Q4 | $6.53K | Hold |
132
| – | – | ﹤0.01% | 505 |
|
|
2024
Q3 | $7.12K | Hold |
132
| – | – | ﹤0.01% | 511 |
|
|
2024
Q2 | $6.7K | Buy |
132
+20
| +18% | +$1.02K | ﹤0.01% | 495 |
|
|
2024
Q1 | $5.79K | Sell |
112
-70
| -38% | -$3.62K | ﹤0.01% | 510 |
|
|
2023
Q4 | $8.96K | Buy |
182
+91
| +100% | +$4.48K | ﹤0.01% | 438 |
|
|
2023
Q3 | $4.15K | Hold |
91
| – | – | ﹤0.01% | 448 |
|
|
2023
Q2 | $4.29K | Hold |
91
| – | – | ﹤0.01% | 477 |
|
|
2023
Q1 | $4.25K | Sell |
91
-48
| -35% | -$2.24K | ﹤0.01% | 427 |
|
|
2022
Q4 | $6.12K | Hold |
139
| – | – | ﹤0.01% | 440 |
|
|
2022
Q3 | $5K | Hold |
139
| – | – | ﹤0.01% | 439 |
|
|
2022
Q2 | $6K | Sell |
139
-4
| -3% | -$173 | ﹤0.01% | 453 |
|
|
2022
Q1 | $7K | Hold |
143
| – | – | ﹤0.01% | 406 |
|
|
2021
Q4 | $7K | Hold |
143
| – | – | ﹤0.01% | 444 |
|
|
2021
Q3 | $7K | Hold |
143
| – | – | ﹤0.01% | 416 |
|
|
2021
Q2 | $7K | Sell |
143
-5
| -3% | -$245 | ﹤0.01% | 437 |
|
|
2021
Q1 | $7K | Sell |
148
-200
| -57% | -$9.46K | ﹤0.01% | 420 |
|
|
2020
Q4 | $16K | Hold |
348
| – | – | 0.01% | 346 |
|
|
2020
Q3 | $14K | Buy |
+348
| New | +$14K | 0.01% | 667 |
|