Great Valley Advisor Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,812
| Closed | -$258K | – | 835 |
|
|
2024
Q2 | $258K | Buy |
+4,812
| New | +$258K | 0.01% | 679 |
|
|
2022
Q1 | – | Sell |
-7,540
| Closed | -$399K | – | 601 |
|
|
2021
Q4 | $399K | Hold |
7,540
| – | – | 0.02% | 431 |
|
|
2021
Q3 | $399K | Buy |
+7,540
| New | +$399K | 0.03% | 411 |
|
|
2020
Q3 | – | Sell |
-13,811
| Closed | -$605K | – | 436 |
|
|
2020
Q2 | $605K | Buy |
13,811
+6,388
| +86% | +$280K | 0.1% | 203 |
|
|
2020
Q1 | $293K | Buy |
+7,423
| New | +$293K | 0.08% | 239 |
|