M Holdings Securities’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $21.1M | Buy |
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|
2023
Q3 | $17.7M | Buy |
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|
2023
Q2 | $17.2M | Sell |
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|
2023
Q1 | $18.3M | Buy |
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|
2022
Q4 | $17.3M | Sell |
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|
2022
Q3 | $15.3M | Buy |
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|
2022
Q2 | $10.7M | Buy |
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|
2022
Q1 | $12.3M | Buy |
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|
2021
Q2 | $13.2M | Sell |
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|
2021
Q1 | $13.7M | Sell |
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|
2020
Q4 | $14.9M | Sell |
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|
2020
Q3 | $13.4M | Buy |
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|
2020
Q2 | $12.9M | Buy |
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|
2020
Q1 | $10.5M | Buy |
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|
2019
Q4 | $1.27M | Buy |
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|
2019
Q3 | $937K | Buy |
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|
2019
Q2 | $891K | Buy |
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|
2019
Q1 | $878K | Buy |
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|
2018
Q4 | $296K | Hold |
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|
2018
Q3 | $337K | Hold |
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|
2018
Q2 | $335K | Hold |
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|
2018
Q1 | $348K | Hold |
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|
2017
Q4 | $354K | Hold |
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|
2017
Q3 | $346K | Buy |
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|
2017
Q2 | $316K | Buy |
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|
2017
Q1 | $276K | Hold |
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|
2016
Q4 | $257K | Hold |
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|
2016
Q3 | $261K | Sell |
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|
2016
Q2 | $260K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $215K | Sell |
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|
2015
Q1 | $230K | Buy |
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|
2014
Q4 | $212K | Sell |
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|
2014
Q3 | $227K | Hold |
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|
2014
Q2 | $244K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $237K | Buy |
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