Meridian Financial Partners’s WisdomTree International LargeCap Dividend Fund DOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $458K | Hold |
7,686
| – | – | 0.22% | 72 |
|
|
2025
Q1 | $423K | Sell |
7,686
-219
| -3% | -$12.1K | 0.21% | 72 |
|
|
2024
Q4 | $391K | Sell |
7,905
-163
| -2% | -$8.06K | 0.21% | 70 |
|
|
2024
Q3 | $435K | Hold |
8,068
| – | – | 0.22% | 68 |
|
|
2024
Q2 | $420K | Sell |
8,068
-132
| -2% | -$6.87K | 0.25% | 57 |
|
|
2024
Q1 | $406K | Buy |
8,200
+159
| +2% | +$7.87K | 0.52% | 30 |
|
|
2023
Q4 | $388K | Sell |
8,041
-249
| -3% | -$12K | 0.4% | 37 |
|
|
2023
Q3 | $372K | Hold |
8,290
| – | – | 0.38% | 39 |
|
|
2023
Q2 | $399K | Sell |
8,290
-1,348
| -14% | -$64.9K | 0.24% | 60 |
|
|
2023
Q1 | $466K | Sell |
9,638
-643
| -6% | -$31.1K | 0.53% | 31 |
|
|
2022
Q4 | $482K | Buy |
10,281
+18
| +0.2% | +$844 | 0.54% | 33 |
|
|
2022
Q3 | $384K | Buy |
10,263
+310
| +3% | +$11.6K | 0.54% | 31 |
|
|
2022
Q2 | $424K | Buy |
9,953
+2,219
| +29% | +$94.5K | 0.29% | 60 |
|
|
2022
Q1 | $376K | Buy |
7,734
+109
| +1% | +$5.3K | 0.56% | 31 |
|
|
2021
Q4 | $385K | Buy |
7,625
+811
| +12% | +$40.9K | 0.26% | 62 |
|
|
2021
Q3 | $327K | Hold |
6,814
| – | – | 0.22% | 64 |
|
|
2021
Q2 | $334K | Buy |
+6,814
| New | +$334K | 0.23% | 63 |
|