JFS Wealth Advisors’s WisdomTree International Equity Fund DWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.71M | Sell |
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|
2025
Q1 | $4.38M | Sell |
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|
2024
Q4 | $4.11M | Sell |
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|
2024
Q3 | $4.56M | Sell |
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|
2024
Q2 | $4.26M | Sell |
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|
2024
Q1 | $4.34M | Sell |
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|
2023
Q4 | $4.32M | Sell |
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|
2023
Q3 | $4.11M | Buy |
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|
2023
Q2 | $3.29M | Sell |
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|
2023
Q1 | $3.47M | Buy |
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|
2022
Q4 | $3.27M | Buy |
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|
2022
Q3 | $2.71M | Buy |
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|
2022
Q2 | $3.03M | Buy |
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|
2022
Q1 | $3.43M | Sell |
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|
2021
Q4 | $3.59M | Buy |
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|
2021
Q3 | $3.48M | Sell |
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|
2021
Q2 | $3.98M | Buy |
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|
2021
Q1 | $3.72M | Sell |
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|
2020
Q4 | $4.53M | Sell |
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|
2020
Q3 | $4.18M | Sell |
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|
2020
Q2 | $4.33M | Sell |
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|
2020
Q1 | $4.21M | Buy |
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|
2019
Q4 | $5.32M | Sell |
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|
2019
Q3 | $5.35M | Buy |
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|
2019
Q2 | $5.48M | Buy |
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|
2019
Q1 | $5.34M | Buy |
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|
2018
Q4 | $4.66M | Sell |
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|
2018
Q3 | $5.72M | Sell |
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|
2018
Q2 | $5.81M | Sell |
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|
2018
Q1 | $6.09M | Buy |
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|
2017
Q4 | $924K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $862K | Buy |
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|
2013
Q3 | $818K | Buy |
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|
2013
Q2 | $708K | Buy |
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