IFP 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.3K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $7.8K | Hold |
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|
2024
Q3 | $8.52K | Hold |
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|
2024
Q2 | $7.95K | Hold |
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|
2024
Q1 | $8.11K | Hold |
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|
2023
Q4 | $7.77K | Sell |
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|
2023
Q3 | $13.2K | Hold |
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|
2023
Q2 | $13.7K | Sell |
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|
2023
Q1 | $127K | Sell |
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|
2022
Q4 | $314K | Sell |
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|
2022
Q3 | $1.71M | Buy |
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|
2022
Q2 | $1.56M | Hold |
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|
2022
Q1 | $1.56M | Buy |
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|
2021
Q4 | $1.4M | Buy |
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|
2021
Q3 | $1.35M | Sell |
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|
2021
Q2 | $1.41M | Sell |
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|
2021
Q1 | $1.36M | Sell |
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|
2020
Q4 | $1.31M | Buy |
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|
2020
Q3 | $1.08M | Sell |
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|
2020
Q2 | $1.08M | Buy |
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|
2020
Q1 | $916K | Buy |
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|
2019
Q4 | $1.1M | Buy |
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|
2019
Q3 | $984K | Buy |
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|
2019
Q1 | $11K | Sell |
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|
2018
Q4 | $537K | Buy |
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|
2018
Q3 | $265K | Buy |
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|
2018
Q2 | $133K | Buy |
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|
2018
Q1 | $114K | Hold |
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|
2017
Q4 | $114K | Buy |
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|
2017
Q3 | $64K | Buy |
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|
2017
Q2 | $61K | Buy |
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|
2017
Q1 | $58K | Buy |
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|
2016
Q4 | $54K | Buy |
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|
2016
Q3 | $14K | Buy |
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|
2016
Q2 | $13K | Buy |
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|
2016
Q1 | $11K | Buy |
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