Frazier 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 | $252K | Hold |
4,230
| – | – | 0.18% | 47 |
|
|
2025
Q1 | $233K | Hold |
4,230
| – | – | 0.18% | 45 |
|
|
2024
Q4 | $209K | Hold |
4,230
| – | – | 0.17% | 49 |
|
|
2024
Q3 | $228K | Hold |
4,230
| – | – | 0.18% | 49 |
|
|
2024
Q2 | $215K | Sell |
4,230
-1,620
| -28% | -$82.2K | 0.17% | 53 |
|
|
2024
Q1 | $303K | Hold |
5,850
| – | – | 0.25% | 40 |
|
|
2023
Q4 | $288K | Buy |
+5,850
| New | +$288K | 0.25% | 35 |
|