Kingsview Wealth Management’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 | $587K | Sell |
9,228
-17
| -0.2% | -$1.08K | 0.01% | 716 |
|
|
2025
Q1 | $538K | Hold |
9,245
| – | – | 0.01% | 705 |
|
|
2024
Q4 | $487K | Hold |
9,245
| – | – | 0.01% | 749 |
|
|
2024
Q3 | $532K | Hold |
9,245
| – | – | 0.01% | 693 |
|
|
2024
Q2 | $497K | Hold |
9,245
| – | – | 0.01% | 686 |
|
|
2024
Q1 | $507K | Hold |
9,245
| – | – | 0.01% | 663 |
|
|
2023
Q4 | $485K | Hold |
9,245
| – | – | 0.01% | 638 |
|
|
2023
Q3 | $447K | Buy |
9,245
+1
| +0% | +$48 | 0.02% | 647 |
|
|
2023
Q2 | $463K | Hold |
9,244
| – | – | 0.02% | 616 |
|
|
2023
Q1 | $460K | Hold |
9,244
| – | – | 0.02% | 602 |
|
|
2022
Q4 | $435K | Hold |
9,244
| – | – | 0.02% | 549 |
|
|
2022
Q3 | $371K | Hold |
9,244
| – | – | 0.02% | 580 |
|
|
2022
Q2 | $420K | Hold |
9,244
| – | – | 0.02% | 574 |
|
|
2022
Q1 | $488K | Hold |
9,244
| – | – | 0.02% | 577 |
|
|
2021
Q4 | $500K | Hold |
9,244
| – | – | 0.02% | 571 |
|
|
2021
Q3 | $489K | Sell |
9,244
-49
| -0.5% | -$2.59K | 0.02% | 551 |
|
|
2021
Q2 | $507K | Hold |
9,293
| – | – | 0.03% | 551 |
|
|
2021
Q1 | $493K | Sell |
9,293
-3
| -0% | -$159 | 0.03% | 507 |
|
|
2020
Q4 | $471K | Hold |
9,296
| – | – | 0.03% | 455 |
|
|
2020
Q3 | $423K | Hold |
9,296
| – | – | 0.04% | 402 |
|
|
2020
Q2 | $412K | Buy |
9,296
+41
| +0.4% | +$1.82K | 0.04% | 372 |
|
|
2020
Q1 | $365K | Buy |
+9,255
| New | +$365K | 0.05% | 307 |
|