IHT Wealth Management’s WisdomTree International Equity Fund DWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-13,500
| Closed | -$725K | – | 1155 |
|
|
2024
Q2 | $725K | Sell |
13,500
-419
| -3% | -$22.5K | 0.03% | 521 |
|
|
2024
Q1 | $763K | Buy |
13,919
+1,029
| +8% | +$56.4K | 0.03% | 499 |
|
|
2023
Q4 | $677K | Buy |
12,890
+4,007
| +45% | +$210K | 0.03% | 503 |
|
|
2023
Q3 | $429K | Buy |
8,883
+97
| +1% | +$4.69K | 0.02% | 602 |
|
|
2023
Q2 | $440K | Buy |
8,786
+204
| +2% | +$10.2K | 0.02% | 590 |
|
|
2023
Q1 | $427K | Buy |
8,582
+905
| +12% | +$45K | 0.02% | 556 |
|
|
2022
Q4 | $361K | Sell |
7,677
-241
| -3% | -$11.3K | 0.02% | 592 |
|
|
2022
Q3 | $318K | Buy |
7,918
+603
| +8% | +$24.2K | 0.02% | 598 |
|
|
2022
Q2 | $332K | Buy |
7,315
+3,311
| +83% | +$150K | 0.03% | 498 |
|
|
2022
Q1 | $211K | Buy |
+4,004
| New | +$211K | 0.02% | 692 |
|
|
2018
Q2 | – | Sell |
-375
| Closed | -$20K | – | 661 |
|
|
2018
Q1 | $20K | Hold |
375
| – | – | 0.01% | 975 |
|
|
2017
Q4 | $21K | Hold |
375
| – | – | 0.01% | 973 |
|
|
2017
Q3 | $20K | Buy |
+375
| New | +$20K | 0.01% | 776 |
|