JFS Wealth Advisors’s WisdomTree International LargeCap Dividend Fund DOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $323K | Buy |
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|
2025
Q1 | $278K | Buy |
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|
2024
Q4 | $249K | Sell |
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|
2024
Q3 | $326K | Buy |
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|
2024
Q2 | $306K | Sell |
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|
2024
Q1 | $333K | Sell |
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|
2023
Q4 | $325K | Sell |
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|
2023
Q3 | $305K | Buy |
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|
2023
Q2 | $239K | Sell |
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|
2023
Q1 | $237K | Buy |
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|
2022
Q4 | $223K | Buy |
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|
2022
Q3 | $190K | Sell |
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|
2022
Q2 | $269K | Buy |
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|
2022
Q1 | $310K | Sell |
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|
2021
Q4 | $319K | Buy |
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|
2021
Q3 | $306K | Buy |
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|
2021
Q2 | $317K | Buy |
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|
2021
Q1 | $302K | Sell |
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|
2020
Q4 | $306K | Buy |
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|
2020
Q3 | $265K | Buy |
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|
2020
Q2 | $260K | Sell |
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|
2020
Q1 | $273K | Buy |
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|
2019
Q4 | $362K | Buy |
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|
2019
Q3 | $330K | Buy |
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|
2019
Q2 | $336K | Sell |
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|
2019
Q1 | $331K | Buy |
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|
2018
Q4 | $304K | Buy |
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|
2018
Q3 | $343K | Buy |
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|
2018
Q2 | $340K | Buy |
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|
2018
Q1 | $352K | Sell |
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|
2017
Q4 | $370K | Sell |
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|
2017
Q3 | $477K | Sell |
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|
2017
Q2 | $574K | Sell |
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|
2017
Q1 | $1.55M | Hold |
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|
2016
Q4 | $1.55M | Sell |
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|
2016
Q3 | $2.91M | Sell |
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|
2016
Q2 | $3.72M | Sell |
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|
2016
Q1 | $4.02M | Buy |
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|
2015
Q4 | $4.04M | Buy |
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|
2015
Q3 | $3.87M | Sell |
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|
2015
Q2 | $4.38M | Sell |
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|
2015
Q1 | $4.61M | Buy |
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|
2014
Q4 | $4.39M | Buy |
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|
2014
Q3 | $4.62M | Sell |
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|
2014
Q2 | $5.33M | Sell |
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|
2014
Q1 | $6.86M | Sell |
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|
2013
Q4 | $8.88M | Buy |
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|
2013
Q3 | $8.32M | Buy |
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|
2013
Q2 | $6.94M | Buy |
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