Institute for Wealth Management’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 | $694K | Sell |
11,653
-24
| -0.2% | -$1.43K | 0.08% | 251 |
|
|
2025
Q1 | $643K | Sell |
11,677
-45
| -0.4% | -$2.48K | 0.08% | 248 |
|
|
2024
Q4 | $580K | Sell |
11,722
-94
| -0.8% | -$4.65K | 0.07% | 260 |
|
|
2024
Q3 | $638K | Hold |
11,816
| – | – | 0.08% | 247 |
|
|
2024
Q2 | $599K | Sell |
11,816
-47
| -0.4% | -$2.38K | 0.08% | 246 |
|
|
2024
Q1 | $613K | Buy |
11,863
+54
| +0.5% | +$2.79K | 0.08% | 246 |
|
|
2023
Q4 | $582K | Sell |
11,809
-112
| -0.9% | -$5.52K | 0.09% | 233 |
|
|
2023
Q3 | $544K | Sell |
11,921
-58
| -0.5% | -$2.65K | 0.1% | 239 |
|
|
2023
Q2 | $565K | Buy |
11,979
+1
| +0% | +$47 | 0.1% | 233 |
|
|
2023
Q1 | $559K | Sell |
11,978
-128
| -1% | -$5.98K | 0.11% | 239 |
|
|
2022
Q4 | $533K | Buy |
12,106
+331
| +3% | +$14.6K | 0.11% | 238 |
|
|
2022
Q3 | $441K | Hold |
11,775
| – | – | 0.1% | 261 |
|
|
2022
Q2 | $493K | Sell |
11,775
-165
| -1% | -$6.91K | 0.1% | 277 |
|
|
2022
Q1 | $580K | Hold |
11,940
| – | – | 0.09% | 260 |
|
|
2021
Q4 | $590K | Sell |
11,940
-35
| -0.3% | -$1.73K | 0.1% | 248 |
|
|
2021
Q3 | $569K | Sell |
11,975
-6
| -0.1% | -$285 | 0.1% | 245 |
|
|
2021
Q2 | $591K | Hold |
11,981
| – | – | 0.1% | 239 |
|
|
2021
Q1 | $567K | Hold |
11,981
| – | – | 0.11% | 238 |
|
|
2020
Q4 | $550K | Sell |
11,981
-329
| -3% | -$15.1K | 0.11% | 228 |
|
|
2020
Q3 | $509K | Sell |
12,310
-821
| -6% | -$33.9K | 0.12% | 220 |
|
|
2020
Q2 | $536K | Sell |
13,131
-2
| -0% | -$82 | 0.13% | 215 |
|
|
2020
Q1 | $485K | Sell |
13,133
-2,733
| -17% | -$101K | 0.15% | 186 |
|
|
2019
Q4 | $777K | Hold |
15,866
| – | – | 0.18% | 169 |
|
|
2019
Q3 | $729K | Buy |
15,866
+127
| +0.8% | +$5.84K | 0.18% | 163 |
|
|
2019
Q2 | $741K | Sell |
15,739
-252
| -2% | -$11.9K | 0.16% | 187 |
|
|
2019
Q1 | $741K | Buy |
15,991
+723
| +5% | +$33.5K | 0.16% | 173 |
|
|
2018
Q4 | $649K | Buy |
15,268
+201
| +1% | +$8.54K | 0.27% | 118 |
|
|
2018
Q3 | $723K | Sell |
15,067
-21
| -0.1% | -$1.01K | 0.24% | 128 |
|
|
2018
Q2 | $719K | Buy |
15,088
+7
| +0% | +$334 | 0.23% | 134 |
|
|
2018
Q1 | $763K | Sell |
15,081
-274
| -2% | -$13.9K | 0.22% | 156 |
|
|
2017
Q4 | $776K | Sell |
15,355
-355
| -2% | -$17.9K | 0.18% | 166 |
|
|
2017
Q3 | $773K | Sell |
15,710
-318
| -2% | -$15.6K | 0.25% | 141 |
|
|
2017
Q2 | $755K | Buy |
+16,028
| New | +$755K | 0.21% | 155 |
|