Frazier Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Buy |
16,383
+36
| +0.2% | +$2.29K | 0.73% | 19 |
|
|
2025
Q1 | $951K | Sell |
16,347
-223
| -1% | -$13K | 0.73% | 19 |
|
|
2024
Q4 | $875K | Sell |
16,570
-495
| -3% | -$26.1K | 0.69% | 19 |
|
|
2024
Q3 | $982K | Sell |
17,065
-679
| -4% | -$39.1K | 0.76% | 19 |
|
|
2024
Q2 | $953K | Sell |
17,744
-117
| -0.7% | -$6.29K | 0.76% | 17 |
|
|
2024
Q1 | $979K | Sell |
17,861
-548
| -3% | -$30K | 0.8% | 16 |
|
|
2023
Q4 | $967K | Buy |
+18,409
| New | +$967K | 0.84% | 18 |
|