IFP 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 | $148K | Buy |
2,486
+1,728
| +228% | +$103K | ﹤0.01% | 1421 |
|
|
2025
Q1 | $41.7K | Hold |
758
| – | – | ﹤0.01% | 1976 |
|
|
2024
Q4 | $37.5K | Hold |
758
| – | – | ﹤0.01% | 1961 |
|
|
2024
Q3 | $40.9K | Hold |
758
| – | – | ﹤0.01% | 1824 |
|
|
2024
Q2 | $38.4K | Sell |
758
-20
| -3% | -$1.01K | ﹤0.01% | 1781 |
|
|
2024
Q1 | $40.2K | Hold |
778
| – | – | ﹤0.01% | 1676 |
|
|
2023
Q4 | $38.3K | Hold |
778
| – | – | ﹤0.01% | 1646 |
|
|
2023
Q3 | $35.5K | Sell |
778
-400
| -34% | -$18.2K | ﹤0.01% | 1699 |
|
|
2023
Q2 | $55.6K | Sell |
1,178
-850
| -42% | -$40.1K | ﹤0.01% | 1562 |
|
|
2023
Q1 | $101K | Sell |
2,028
-1,247
| -38% | -$61.8K | ﹤0.01% | 1252 |
|
|
2022
Q4 | $162K | Sell |
3,275
-630
| -16% | -$31.2K | ﹤0.01% | 1459 |
|
|
2022
Q3 | $193K | Buy |
3,905
+1,651
| +73% | +$81.6K | 0.01% | 1431 |
|
|
2022
Q2 | $111K | Hold |
2,254
| – | – | ﹤0.01% | 1621 |
|
|
2022
Q1 | $111K | Hold |
2,254
| – | – | ﹤0.01% | 1621 |
|
|
2021
Q4 | $111K | Sell |
2,254
-20
| -0.9% | -$985 | ﹤0.01% | 1204 |
|
|
2021
Q3 | $108K | Sell |
2,274
-742
| -25% | -$35.2K | ﹤0.01% | 1213 |
|
|
2021
Q2 | $148K | Buy |
3,016
+377
| +14% | +$18.5K | ﹤0.01% | 1052 |
|
|
2021
Q1 | $125K | Buy |
2,639
+21
| +0.8% | +$995 | ﹤0.01% | 1062 |
|
|
2020
Q4 | $121K | Hold |
2,618
| – | – | ﹤0.01% | 1042 |
|
|
2020
Q3 | $108K | Hold |
2,618
| – | – | 0.01% | 958 |
|
|
2020
Q2 | $107K | Hold |
2,618
| – | – | 0.01% | 898 |
|
|
2020
Q1 | $98K | Hold |
2,618
| – | – | 0.01% | 825 |
|
|
2019
Q4 | $129K | Hold |
2,618
| – | – | 0.01% | 821 |
|
|
2019
Q3 | $121K | Buy |
+2,618
| New | +$121K | 0.01% | 970 |
|
|
2019
Q1 | – | Sell |
-4,905
| Closed | -$209K | – | 2597 |
|
|
2018
Q4 | $209K | Buy |
4,905
+2,685
| +121% | +$114K | 0.01% | 842 |
|
|
2018
Q3 | $107K | Buy |
2,220
+210
| +10% | +$10.1K | ﹤0.01% | 1424 |
|
|
2018
Q2 | $96K | Hold |
2,010
| – | – | ﹤0.01% | 1495 |
|
|
2018
Q1 | $102K | Hold |
2,010
| – | – | ﹤0.01% | 1373 |
|
|
2017
Q4 | $102K | Buy |
2,010
+500
| +33% | +$25.4K | ﹤0.01% | 1372 |
|
|
2017
Q3 | $75K | Hold |
1,510
| – | – | ﹤0.01% | 1710 |
|
|
2017
Q2 | $71K | Hold |
1,510
| – | – | ﹤0.01% | 1720 |
|
|
2017
Q1 | $69K | Sell |
1,510
-670
| -31% | -$30.6K | ﹤0.01% | 1718 |
|
|
2016
Q4 | $93K | Buy |
+2,180
| New | +$93K | ﹤0.01% | 1493 |
|