HBK Sorce Advisory’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 | $3.57M | Sell |
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|
2025
Q2 | $3.48M | Sell |
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|
2025
Q1 | $3.42M | Sell |
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|
2024
Q4 | $3.16M | Sell |
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|
2024
Q3 | $3.46M | Sell |
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|
2024
Q2 | $3.24M | Sell |
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|
2024
Q1 | $3.64M | Sell |
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|
2023
Q4 | $4.21M | Sell |
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|
2023
Q3 | $4.36M | Sell |
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|
2023
Q2 | $6.81M | Sell |
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|
2023
Q1 | $10.6M | Sell |
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|
2022
Q4 | $23.2M | Sell |
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|
2022
Q3 | $59.2M | Sell |
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|
2022
Q2 | $68.8M | Buy |
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|
2022
Q1 | $67.4M | Buy |
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