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
Q3 | $4.37K | Hold |
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|
2025
Q2 | $4.2K | Buy |
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|
2024
Q4 | $3.48K | Hold |
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|
2024
Q3 | $3.8K | Hold |
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|
2024
Q2 | $3.55K | Hold |
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|
2024
Q1 | $3.62K | Hold |
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|
2023
Q4 | $3.39K | Sell |
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|
2023
Q3 | $54K | Buy |
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|
2023
Q2 | $48.8K | Buy |
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|
2023
Q1 | $48.6K | Buy |
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|
2022
Q4 | $42.8K | Buy |
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|
2022
Q3 | $25K | Sell |
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|
2022
Q2 | $29K | Buy |
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|
2022
Q1 | $27K | Buy |
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