IWS
Insight Wealth Strategies’s WisdomTree International Multifactor Fund DWMF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238K | Buy |
+7,561
| New | +$238K | 0.03% | 154 |
|
|
2021
Q1 | – | Sell |
-13,312
| Closed | -$329K | – | 223 |
|
|
2020
Q4 | $329K | Sell |
13,312
-2,794
| -17% | -$69.1K | 0.06% | 156 |
|
|
2020
Q3 | $386K | Buy |
16,106
+84
| +0.5% | +$2.01K | 0.07% | 119 |
|
|
2020
Q2 | $373K | Buy |
16,022
+1,403
| +10% | +$32.7K | 0.08% | 108 |
|
|
2020
Q1 | $306K | Buy |
14,619
+2,011
| +16% | +$42.1K | 0.08% | 110 |
|
|
2019
Q4 | $323K | Buy |
12,608
+2,281
| +22% | +$58.4K | 0.07% | 166 |
|
|
2019
Q3 | $257K | Buy |
+10,327
| New | +$257K | 0.06% | 168 |
|