Institute for Wealth Management’s WisdomTree True Developed International Fund DOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $708K | Sell |
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|
2025
Q2 | $694K | Sell |
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|
2025
Q1 | $643K | Sell |
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|
2024
Q4 | $580K | Sell |
|
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|
2024
Q3 | $638K | Hold |
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|
2024
Q2 | $599K | Sell |
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|
2024
Q1 | $613K | Buy |
|
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|
2023
Q4 | $582K | Sell |
|
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|
2023
Q3 | $544K | Sell |
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|
2023
Q2 | $565K | Buy |
|
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|
2023
Q1 | $559K | Sell |
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|
2022
Q4 | $533K | Buy |
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|
2022
Q3 | $441K | Hold |
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|
2022
Q2 | $493K | Sell |
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|
2022
Q1 | $580K | Hold |
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|
2021
Q4 | $590K | Sell |
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|
2021
Q3 | $569K | Sell |
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|
2021
Q2 | $591K | Hold |
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|
2021
Q1 | $567K | Hold |
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|
2020
Q4 | $550K | Sell |
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|
2020
Q3 | $509K | Sell |
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|
2020
Q2 | $536K | Sell |
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|
2020
Q1 | $485K | Sell |
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|
2019
Q4 | $777K | Hold |
|
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|
2019
Q3 | $729K | Buy |
|
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|
2019
Q2 | $741K | Sell |
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|
2019
Q1 | $741K | Buy |
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|
2018
Q4 | $649K | Buy |
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|
2018
Q3 | $723K | Sell |
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|
2018
Q2 | $719K | Buy |
|
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|
2018
Q1 | $763K | Sell |
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|
2017
Q4 | $776K | Sell |
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|
2017
Q3 | $773K | Sell |
|
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|
2017
Q2 | $755K | Buy |
|