Intrua Financial’s WisdomTree International Equity Fund DWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $756K | Hold |
11,891
| – | – | 0.1% | 153 |
|
|
2025
Q1 | $692K | Sell |
11,891
-145
| -1% | -$8.43K | 0.1% | 143 |
|
|
2024
Q4 | $634K | Hold |
12,036
| – | – | 0.1% | 158 |
|
|
2024
Q3 | $693K | Hold |
12,036
| – | – | 0.1% | 161 |
|
|
2024
Q2 | $647K | Hold |
12,036
| – | – | 0.1% | 178 |
|
|
2024
Q1 | $660K | Hold |
12,036
| – | – | 0.1% | 194 |
|
|
2023
Q4 | $632K | Sell |
12,036
-785
| -6% | -$41.2K | 0.09% | 189 |
|
|
2023
Q3 | $620K | Sell |
12,821
-3,990
| -24% | -$193K | 0.1% | 167 |
|
|
2023
Q2 | $841K | Sell |
16,811
-71
| -0.4% | -$3.55K | 0.14% | 134 |
|
|
2023
Q1 | $855K | Buy |
+16,882
| New | +$855K | 0.18% | 120 |
|