Gryphon Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,256
| Closed | -$62.8K | – | 194 |
|
|
2023
Q2 | $62.8K | Buy |
+1,256
| New | +$62.8K | 0.01% | 199 |
|
|
2018
Q3 | – | Sell |
-100
| Closed | -$5K | – | 348 |
|
|
2018
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 656 |
|
|
2018
Q1 | $5K | Buy |
100
+50
| +100% | +$2.5K | ﹤0.01% | 674 |
|
|
2017
Q4 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 841 |
|