Global Retirement Partners’s WisdomTree International Equity Fund DWM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$367K Buy
5,338
+5,272
+7,988% +$354K 0.01% 1127
2025
Q3
$4.37K Hold
66
﹤0.01% 3031
2025
Q2
$4.2K Buy
+66
New +$4.01K ﹤0.01% 2978
2024
Q4
$3.48K Hold
66
﹤0.01% 2857
2024
Q3
$3.8K Hold
66
﹤0.01% 2685
2024
Q2
$3.55K Hold
66
﹤0.01% 2763
2024
Q1
$3.62K Hold
66
﹤0.01% 2529
2023
Q4
$3.39K Sell
66
-1,080
-94% -$53.3K ﹤0.01% 2473
2023
Q3
$54K Buy
1,146
+171
+18% +$8.54K ﹤0.01% 1232
2023
Q2
$48.8K Buy
975
+17
+2% +$859 ﹤0.01% 1287
2023
Q1
$48.6K Buy
958
+47
+5% +$2.33K ﹤0.01% 1252
2022
Q4
$42.8K Buy
911
+315
+53% +$14.1K ﹤0.01% 1152
2022
Q3
$25K Sell
596
-44
-7% -$1.97K ﹤0.01% 1286
2022
Q2
$29K Buy
640
+100
+19% +$4.97K ﹤0.01% 1203
2022
Q1
$27K Buy
+540
New +$28.8K ﹤0.01% 1231

Other funds holding DWM