Kingsview Wealth Management’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 | $587K | Sell |
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|
2025
Q1 | $538K | Hold |
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|
2024
Q4 | $487K | Hold |
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|
2024
Q3 | $532K | Hold |
|
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|
2024
Q2 | $497K | Hold |
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|
2024
Q1 | $507K | Hold |
|
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|
2023
Q4 | $485K | Hold |
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|
2023
Q3 | $447K | Buy |
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|
2023
Q2 | $463K | Hold |
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|
2023
Q1 | $460K | Hold |
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|
2022
Q4 | $435K | Hold |
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|
2022
Q3 | $371K | Hold |
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|
2022
Q2 | $420K | Hold |
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|
2022
Q1 | $488K | Hold |
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|
2021
Q4 | $500K | Hold |
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|
2021
Q3 | $489K | Sell |
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|
2021
Q2 | $507K | Hold |
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|
2021
Q1 | $493K | Sell |
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|
2020
Q4 | $471K | Hold |
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|
2020
Q3 | $423K | Hold |
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|
2020
Q2 | $412K | Buy |
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|
2020
Q1 | $365K | Buy |
|