Halbert Hargrove Global Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
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|
2020
Q1 | $201K | Sell |
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|
2019
Q4 | $368K | Sell |
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|
2019
Q3 | $377K | Buy |
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|
2019
Q2 | $325K | Sell |
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|
2019
Q1 | $329K | Sell |
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|
2018
Q4 | $334K | Sell |
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|
2018
Q3 | $859K | Sell |
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|
2018
Q2 | $1.34M | Sell |
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|
2018
Q1 | $1.41M | Sell |
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|
2017
Q4 | $1.67M | Sell |
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|
2017
Q3 | $2.24M | Sell |
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|
2017
Q2 | $2.48M | Hold |
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|
2017
Q1 | $2.38M | Hold |
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|
2016
Q4 | $2.22M | Hold |
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|
2016
Q3 | $2.25M | Hold |
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|
2016
Q2 | $2.14M | Hold |
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|
2016
Q1 | $2.19M | Buy |
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|
2015
Q4 | $798K | Hold |
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|
2015
Q3 | $779K | Hold |
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|
2015
Q2 | $875K | Hold |
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|
2015
Q1 | $888K | Hold |
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|
2014
Q4 | $850K | Hold |
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|
2014
Q3 | $896K | Hold |
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|
2014
Q2 | $960K | Hold |
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|
2014
Q1 | $937K | Hold |
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|
2013
Q4 | $934K | Hold |
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|
2013
Q3 | $886K | Sell |
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|
2013
Q2 | $914K | Buy |
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