Litman Gregory 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 Q4	$481K	Hold	7,000	–	–	0.04%	102
2025 Q3	$464K	Hold	7,000	–	–	0.03%	103
2025 Q2	$445K	Hold	7,000	–	–	0.04%	99
2025 Q1	$407K	Hold	7,000	–	–	0.03%	100
2024 Q4	$369K	Hold	7,000	–	–	0.03%	101
2024 Q3	$403K	Hold	7,000	–	–	0.03%	99
2024 Q2	$376K	Hold	7,000	–	–	0.03%	102
2024 Q1	$384K	Hold	7,000	–	–	0.03%	102
2023 Q4	$368K	Hold	7,000	–	–	0.03%	98
2023 Q3	$338K	Hold	7,000	–	–	0.03%	101
2023 Q2	$350K	Buy	+7,000	New	+$354K	0.04%	67
2023 Q1	–	Sell	-7,000	Closed	-$329K	–	49
2022 Q4	$329K	Hold	7,000	–	–	0.05%	67
2022 Q3	$281K	Hold	7,000	–	–	0.04%	64
2022 Q2	$318K	Buy	+7,000	New	+$348K	0.05%	71
2022 Q1	–	Sell	-7,000	Closed	-$379K	–	60
2021 Q4	$379K	Hold	7,000	–	–	0.06%	62
2021 Q3	$370K	Buy	7,000 +6,618	+1,732%	+$365K	0.07%	56
2021 Q2	$382	Sell	382 -6,618	-95%	-$364K	0.07%	57
2021 Q1	$368K	Hold	7,000	–	–	0.07%	50
2020 Q4	$354K	Hold	7,000	–	–	0.07%	50
2020 Q3	$318K	Hold	7,000	–	–	0.07%	52
2020 Q2	$310K	Sell	7,000 -4,300	-38%	-$182K	0.07%	52
2020 Q1	$446K	Hold	11,300	–	–	0.11%	43
2019 Q4	$604K	Hold	11,300	–	–	0.13%	37
2019 Q3	$562K	Hold	11,300	–	–	0.14%	37
2019 Q2	$576K	Hold	11,300	–	–	0.15%	36
2019 Q1	$572K	Hold	11,300	–	–	0.16%	37
2018 Q4	$527K	Sell	11,300 -4,000	-26%	-$197K	0.16%	37
2018 Q3	$813K	Hold	15,300	–	–	0.27%	30
2018 Q2	$807K	Hold	15,300	–	–	0.32%	24
2018 Q1	$839K	Buy	+15,300	New	+$862K	0.34%	22