Herold Advisors’s WisdomTree International LargeCap Dividend Fund DOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $230K | Sell |
3,858
-123
| -3% | -$7.33K | 0.05% | 274 |
|
|
2025
Q1 | $219K | Sell |
3,981
-300
| -7% | -$16.5K | 0.05% | 252 |
|
|
2024
Q4 | $212K | Hold |
4,281
| – | – | 0.05% | 261 |
|
|
2024
Q3 | $231K | Buy |
4,281
+300
| +8% | +$16.2K | 0.05% | 246 |
|
|
2024
Q2 | $202K | Hold |
3,981
| – | – | 0.05% | 252 |
|
|
2024
Q1 | $206K | Buy |
+3,981
| New | +$206K | 0.05% | 252 |
|