Global Retirement Partners’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 | $4.2K | Buy |
+66
| New | +$4.2K | ﹤0.01% | 2974 |
|
|
2024
Q4 | $3.48K | Hold |
66
| – | – | ﹤0.01% | 2856 |
|
|
2024
Q3 | $3.8K | Hold |
66
| – | – | ﹤0.01% | 2681 |
|
|
2024
Q2 | $3.55K | Hold |
66
| – | – | ﹤0.01% | 2761 |
|
|
2024
Q1 | $3.62K | Hold |
66
| – | – | ﹤0.01% | 2529 |
|
|
2023
Q4 | $3.39K | Sell |
66
-1,080
| -94% | -$55.5K | ﹤0.01% | 2473 |
|
|
2023
Q3 | $54K | Buy |
1,146
+171
| +18% | +$8.05K | ﹤0.01% | 1233 |
|
|
2023
Q2 | $48.8K | Buy |
975
+17
| +2% | +$851 | ﹤0.01% | 1286 |
|
|
2023
Q1 | $48.6K | Buy |
958
+47
| +5% | +$2.39K | ﹤0.01% | 1251 |
|
|
2022
Q4 | $42.8K | Buy |
911
+315
| +53% | +$14.8K | ﹤0.01% | 1151 |
|
|
2022
Q3 | $25K | Sell |
596
-44
| -7% | -$1.85K | ﹤0.01% | 1285 |
|
|
2022
Q2 | $29K | Buy |
640
+100
| +19% | +$4.53K | ﹤0.01% | 1202 |
|
|
2022
Q1 | $27K | Buy |
+540
| New | +$27K | ﹤0.01% | 1229 |
|