FSA Wealth Management’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 | $23.8K | Hold |
400
| – | – | 0.01% | 222 |
|
|
2025
Q1 | $22K | Hold |
400
| – | – | 0.01% | 214 |
|
|
2024
Q4 | $19.8K | Hold |
400
| – | – | 0.01% | 236 |
|
|
2024
Q3 | $21.6K | Buy |
+400
| New | +$21.6K | 0.01% | 231 |
|
|
2024
Q1 | $20.7K | Hold |
400
| – | – | 0.01% | 245 |
|
|
2023
Q4 | $20K | Buy |
+400
| New | +$20K | 0.01% | 227 |
|
|
2021
Q1 | – | Sell |
-400
| Closed | -$18K | – | 103 |
|
|
2020
Q4 | $18K | Buy |
+400
| New | +$18K | 0.01% | 216 |
|
|
2020
Q3 | – | Sell |
-400
| Closed | -$16K | – | 140 |
|
|
2020
Q2 | $16K | Hold |
400
| – | – | 0.01% | 215 |
|
|
2020
Q1 | $15K | Hold |
400
| – | – | 0.01% | 202 |
|
|
2019
Q4 | $20K | Buy |
+400
| New | +$20K | 0.01% | 227 |
|