JWA
JFS Wealth Advisors’s WisdomTree International Equity Fund DWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.71M | Sell |
74,136
-1,255
| -2% | -$79.8K | 0.3% | 57 |
|
|
2025
Q1 | $4.38M | Sell |
75,391
-2,512
| -3% | -$146K | 0.3% | 56 |
|
|
2024
Q4 | $4.11M | Sell |
77,903
-1,257
| -2% | -$66.2K | 0.28% | 59 |
|
|
2024
Q3 | $4.56M | Sell |
79,160
-87
| -0.1% | -$5.01K | 0.3% | 55 |
|
|
2024
Q2 | $4.26M | Sell |
79,247
-21
| -0% | -$1.13K | 0.34% | 49 |
|
|
2024
Q1 | $4.34M | Sell |
79,268
-3,015
| -4% | -$165K | 0.34% | 50 |
|
|
2023
Q4 | $4.32M | Sell |
82,283
-2,784
| -3% | -$146K | 0.37% | 47 |
|
|
2023
Q3 | $4.11M | Buy |
85,067
+19,232
| +29% | +$930K | 0.39% | 47 |
|
|
2023
Q2 | $3.29M | Sell |
65,835
-4,022
| -6% | -$201K | 0.3% | 57 |
|
|
2023
Q1 | $3.47M | Buy |
69,857
+417
| +0.6% | +$20.7K | 0.33% | 54 |
|
|
2022
Q4 | $3.27M | Buy |
69,440
+1,863
| +3% | +$87.6K | 0.32% | 53 |
|
|
2022
Q3 | $2.71M | Buy |
67,577
+904
| +1% | +$36.3K | 0.3% | 58 |
|
|
2022
Q2 | $3.03M | Buy |
66,673
+1,613
| +2% | +$73.3K | 0.32% | 55 |
|
|
2022
Q1 | $3.43M | Sell |
65,060
-1,294
| -2% | -$68.3K | 0.32% | 60 |
|
|
2021
Q4 | $3.59M | Buy |
66,354
+594
| +0.9% | +$32.1K | 0.34% | 57 |
|
|
2021
Q3 | $3.48M | Sell |
65,760
-7,287
| -10% | -$385K | 0.36% | 57 |
|
|
2021
Q2 | $3.98M | Buy |
73,047
+2,354
| +3% | +$128K | 0.59% | 35 |
|
|
2021
Q1 | $3.72M | Sell |
70,693
-18,862
| -21% | -$992K | 0.76% | 33 |
|
|
2020
Q4 | $4.53M | Sell |
89,555
-2,336
| -3% | -$118K | 0.95% | 25 |
|
|
2020
Q3 | $4.18M | Sell |
91,891
-5,955
| -6% | -$271K | 0.99% | 23 |
|
|
2020
Q2 | $4.33M | Sell |
97,846
-8,654
| -8% | -$383K | 1.12% | 22 |
|
|
2020
Q1 | $4.21M | Buy |
106,500
+7,121
| +7% | +$281K | 1.26% | 20 |
|
|
2019
Q4 | $5.32M | Sell |
99,379
-8,299
| -8% | -$444K | 1.31% | 18 |
|
|
2019
Q3 | $5.35M | Buy |
107,678
+286
| +0.3% | +$14.2K | 1.37% | 17 |
|
|
2019
Q2 | $5.48M | Buy |
107,392
+1,928
| +2% | +$98.3K | 1.39% | 16 |
|
|
2019
Q1 | $5.34M | Buy |
105,464
+5,567
| +6% | +$282K | 1.39% | 18 |
|
|
2018
Q4 | $4.66M | Sell |
99,897
-7,794
| -7% | -$363K | 1.25% | 21 |
|
|
2018
Q3 | $5.72M | Sell |
107,691
-2,521
| -2% | -$134K | 1.47% | 16 |
|
|
2018
Q2 | $5.81M | Sell |
110,212
-744
| -0.7% | -$39.2K | 1.53% | 18 |
|
|
2018
Q1 | $6.09M | Buy |
110,956
+94,394
| +570% | +$5.18M | 1.61% | 16 |
|
|
2017
Q4 | $924K | Buy |
+16,562
| New | +$924K | 0.23% | 68 |
|
|
2014
Q1 | – | Sell |
-15,835
| Closed | -$862K | – | 119 |
|
|
2013
Q4 | $862K | Buy |
15,835
+15
| +0.1% | +$817 | 0.38% | 43 |
|
|
2013
Q3 | $818K | Buy |
15,820
+442
| +3% | +$22.9K | 0.38% | 47 |
|
|
2013
Q2 | $708K | Buy |
+15,378
| New | +$708K | 0.36% | 49 |
|