KMG Fiduciary Partners’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
Q3 | $857K | Buy |
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|
2025
Q2 | $799K | Buy |
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|
2025
Q1 | $662K | Buy |
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|
2024
Q4 | $597K | Buy |
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|
2024
Q3 | $648K | Buy |
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|
2024
Q2 | $602K | Buy |
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|
2024
Q1 | $603K | Buy |
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|
2023
Q4 | $575K | Buy |
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|
2023
Q3 | $526K | Buy |
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|
2023
Q2 | $541K | Buy |
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|
2023
Q1 | $528K | Buy |
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|
2022
Q4 | $494K | Buy |
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|
2022
Q3 | $419K | Buy |
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|
2022
Q2 | $470K | Buy |
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|
2022
Q1 | $534K | Buy |
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|
2021
Q4 | $539K | Buy |
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|
2021
Q3 | $516K | Buy |
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|
2021
Q2 | $510K | Buy |
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|
2021
Q1 | $471K | Buy |
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|
2020
Q4 | $451K | Buy |
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|
2020
Q3 | $396K | Buy |
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|
2020
Q2 | $383K | Buy |
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|
2020
Q1 | $335K | Buy |
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