McNamara Financial Services’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 | $308K | Sell |
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|
2025
Q1 | $286K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $298K | Sell |
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|
2024
Q2 | $279K | Buy |
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|
2024
Q1 | $275K | Sell |
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|
2023
Q4 | $263K | Buy |
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|
2023
Q3 | $242K | Sell |
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|
2023
Q2 | $258K | Buy |
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|
2023
Q1 | $217K | Sell |
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|
2022
Q4 | $228K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $221K | Buy |
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|
2022
Q1 | $255K | Sell |
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|
2021
Q4 | $299K | Sell |
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|
2021
Q3 | $292K | Sell |
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|
2021
Q2 | $304K | Sell |
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|
2021
Q1 | $288K | Sell |
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|
2020
Q4 | $264K | Hold |
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|
2020
Q3 | $264K | Buy |
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|
2020
Q2 | $255K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $236K | Buy |
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|
2019
Q3 | $202K | Hold |
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|
2019
Q2 | $201K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $216K | Hold |
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|
2018
Q3 | $216K | Sell |
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|
2018
Q2 | $214K | Buy |
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|
2018
Q1 | $220K | Buy |
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|
2017
Q4 | $213K | Hold |
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|
2017
Q3 | $208K | Sell |
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|
2017
Q2 | $204K | Sell |
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|
2017
Q1 | $220K | Buy |
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|
2016
Q4 | $202K | Sell |
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|
2016
Q3 | $208K | Sell |
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|
2016
Q2 | $202K | Sell |
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|
2016
Q1 | $212K | Buy |
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