GoalVest Advisory’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
2023
Q2
Sell
-162
Closed -$8.06K 379
2023
Q1
$8.06K Buy
+162
New +$8.06K ﹤0.01% 192
2022
Q4
Sell
-90
Closed -$4K 252
2022
Q3
$4K Sell
90
-100
-53% -$4.44K ﹤0.01% 214
2022
Q2
$8K Buy
+190
New +$8K 0.01% 258