HWM
Howard Wealth Management’s WisdomTree International Equity Fund DWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $357K | Hold |
5,615
| – | – | 0.18% | 85 |
|
|
2025
Q1 | $327K | Hold |
5,615
| – | – | 0.18% | 87 |
|
|
2024
Q4 | $296K | Hold |
5,615
| – | – | 0.16% | 96 |
|
|
2024
Q3 | $323K | Hold |
5,615
| – | – | 0.19% | 91 |
|
|
2024
Q2 | $302K | Hold |
5,615
| – | – | 0.24% | 77 |
|
|
2024
Q1 | $308K | Hold |
5,615
| – | – | 0.25% | 76 |
|
|
2023
Q4 | $295K | Hold |
5,615
| – | – | 0.25% | 78 |
|
|
2023
Q3 | $271K | Hold |
5,615
| – | – | 0.25% | 76 |
|
|
2023
Q2 | $281K | Buy |
5,615
+965
| +21% | +$48.3K | 0.24% | 80 |
|
|
2023
Q1 | $231K | Hold |
4,650
| – | – | 0.19% | 97 |
|
|
2022
Q4 | $219K | Buy |
+4,650
| New | +$219K | 0.18% | 101 |
|
|
2022
Q3 | – | Sell |
-4,650
| Closed | -$211K | – | 116 |
|
|
2022
Q2 | $211K | Hold |
4,650
| – | – | 0.22% | 57 |
|
|
2022
Q1 | $245K | Sell |
4,650
-195
| -4% | -$10.3K | 0.13% | 112 |
|
|
2021
Q4 | $262K | Hold |
4,845
| – | – | 0.14% | 111 |
|
|
2021
Q3 | $256K | Hold |
4,845
| – | – | 0.14% | 108 |
|
|
2021
Q2 | $264K | Hold |
4,845
| – | – | 0.15% | 112 |
|
|
2021
Q1 | $254K | Sell |
4,845
-525
| -10% | -$27.5K | 0.15% | 110 |
|
|
2020
Q4 | $271K | Sell |
5,370
-2,508
| -32% | -$127K | 0.17% | 106 |
|
|
2020
Q3 | $358K | Hold |
7,878
| – | – | 0.26% | 85 |
|
|
2020
Q2 | $348K | Sell |
7,878
-1,665
| -17% | -$73.5K | 0.28% | 79 |
|
|
2020
Q1 | $376K | Sell |
9,543
-2,400
| -20% | -$94.6K | 0.4% | 63 |
|
|
2019
Q4 | $638K | Buy |
+11,943
| New | +$638K | 0.53% | 39 |
|