Gladstone Institutional Advisory’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 | $2.57M | Sell |
43,106
-1,234
| -3% | -$73.5K | 0.11% | 203 |
|
|
2025
Q1 | $2.44M | Buy |
44,340
+2,916
| +7% | +$161K | 0.11% | 195 |
|
|
2024
Q4 | $2.05M | Buy |
41,424
+2,618
| +7% | +$129K | 0.1% | 219 |
|
|
2024
Q3 | $2.09M | Buy |
38,806
+4,942
| +15% | +$267K | 0.1% | 216 |
|
|
2024
Q2 | $1.72M | Buy |
33,864
+1,826
| +6% | +$92.6K | 0.09% | 235 |
|
|
2024
Q1 | $1.66M | Buy |
32,038
+3,243
| +11% | +$168K | 0.09% | 234 |
|
|
2023
Q4 | $1.42M | Buy |
28,795
+5,664
| +24% | +$279K | 0.08% | 245 |
|
|
2023
Q3 | $1.06M | Buy |
23,131
+5,202
| +29% | +$237K | 0.07% | 258 |
|
|
2023
Q2 | $846K | Buy |
17,929
+2,716
| +18% | +$128K | 0.05% | 305 |
|
|
2023
Q1 | $710K | Buy |
15,213
+1,137
| +8% | +$53.1K | 0.05% | 344 |
|
|
2022
Q4 | $619K | Buy |
14,076
+4,101
| +41% | +$180K | 0.04% | 357 |
|
|
2022
Q3 | $373K | Buy |
9,975
+5,121
| +106% | +$191K | 0.03% | 446 |
|
|
2022
Q2 | $203K | Buy |
+4,854
| New | +$203K | 0.02% | 603 |
|