JTC Employer Solutions Trustee’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 | $268K | Hold |
4,226
| – | – | 0.03% | 115 |
|
|
2025
Q1 | $246K | Hold |
4,226
| – | – | 0.02% | 121 |
|
|
2024
Q4 | $223K | Hold |
4,226
| – | – | 0.02% | 122 |
|
|
2024
Q3 | $243K | Hold |
4,226
| – | – | 0.02% | 120 |
|
|
2024
Q2 | $227K | Hold |
4,226
| – | – | 0.02% | 122 |
|
|
2024
Q1 | $232K | Hold |
4,226
| – | – | 0.01% | 122 |
|
|
2023
Q4 | $221K | Hold |
4,226
| – | – | 0.02% | 122 |
|
|
2023
Q3 | $204K | Hold |
4,226
| – | – | 0.02% | 127 |
|
|
2023
Q2 | $211K | Hold |
4,226
| – | – | 0.02% | 127 |
|
|
2023
Q1 | $210K | Hold |
4,226
| – | – | 0.02% | 127 |
|
|
2022
Q4 | $199K | Hold |
4,226
| – | – | 0.02% | 129 |
|
|
2022
Q3 | $170K | Hold |
4,226
| – | – | 0.03% | 127 |
|
|
2022
Q2 | $192K | Hold |
4,226
| – | – | 0.03% | 101 |
|
|
2022
Q1 | $223K | Hold |
4,226
| – | – | 0.02% | 102 |
|
|
2021
Q4 | $228K | Hold |
4,226
| – | – | 0.03% | 100 |
|
|
2021
Q3 | $223K | Hold |
4,226
| – | – | 0.03% | 97 |
|
|
2021
Q2 | $230K | Buy |
+4,226
| New | +$230K | 0.03% | 86 |
|