Melone Private Wealth’s WisdomTree International Equity Fund DWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-8,173
| Closed | -$395K | – | 49 |
|
|
2023
Q3 | $395K | Buy |
8,173
+45
| +0.6% | +$2.18K | 0.28% | 46 |
|
|
2023
Q2 | $407K | Buy |
8,128
+133
| +2% | +$6.65K | 0.29% | 45 |
|
|
2023
Q1 | $399K | Sell |
7,995
-164
| -2% | -$8.19K | 0.3% | 44 |
|
|
2022
Q4 | $384K | Sell |
8,159
-1,760
| -18% | -$82.8K | 0.33% | 45 |
|
|
2022
Q3 | $408K | Sell |
9,919
-182
| -2% | -$7.49K | 0.36% | 47 |
|
|
2022
Q2 | $453K | Buy |
10,101
+146
| +1% | +$6.55K | 0.38% | 47 |
|
|
2022
Q1 | $502K | Sell |
9,955
-2,535
| -20% | -$128K | 0.41% | 46 |
|
|
2021
Q4 | $675K | Buy |
+12,490
| New | +$675K | 0.51% | 45 |
|