LFA
Legacy Financial Advisors’s WisdomTree International Equity Fund DWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-79,337
| Closed | -$4.18M | – | 367 |
|
|
2024
Q4 | $4.18M | Sell |
79,337
-15,456
| -16% | -$814K | 0.69% | 25 |
|
|
2024
Q3 | $5.46M | Sell |
94,793
-281,784
| -75% | -$16.2M | 0.92% | 19 |
|
|
2024
Q2 | $20.2M | Sell |
376,577
-20,736
| -5% | -$1.11M | 3.6% | 3 |
|
|
2024
Q1 | $21.8M | Buy |
397,313
+30,721
| +8% | +$1.68M | 3.9% | 3 |
|
|
2023
Q4 | $19.2M | Buy |
366,592
+10,394
| +3% | +$546K | 3.7% | 4 |
|
|
2023
Q3 | $17.2M | Buy |
356,198
+62,861
| +21% | +$3.04M | 3.45% | 6 |
|
|
2023
Q2 | $14.7M | Buy |
293,337
+278,594
| +1,890% | +$13.9M | 2.74% | 10 |
|
|
2023
Q1 | $733K | Buy |
+14,743
| New | +$733K | 0.15% | 81 |
|