Merit Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.98M | Buy |
46,918
+12,977
| +38% | +$825K | 0.03% | 406 |
|
|
2025
Q1 | $1.97M | Buy |
33,941
+6,149
| +22% | +$358K | 0.03% | 419 |
|
|
2024
Q4 | $1.46M | Buy |
27,792
+193
| +0.7% | +$10.2K | 0.03% | 415 |
|
|
2024
Q3 | $1.59M | Buy |
27,599
+140
| +0.5% | +$8.06K | 0.04% | 313 |
|
|
2024
Q2 | $1.48M | Buy |
27,459
+512
| +2% | +$27.5K | 0.03% | 327 |
|
|
2024
Q1 | $1.47M | Buy |
26,947
+229
| +0.9% | +$12.5K | 0.04% | 320 |
|
|
2023
Q4 | $1.4M | Sell |
26,718
-1,136
| -4% | -$59.7K | 0.04% | 250 |
|
|
2023
Q3 | $1.35M | Buy |
27,854
+1,108
| +4% | +$53.6K | 0.04% | 274 |
|
|
2023
Q2 | $1.34M | Buy |
26,746
+1,179
| +5% | +$59K | 0.04% | 285 |
|
|
2023
Q1 | $1.27M | Buy |
25,567
+235
| +0.9% | +$11.7K | 0.05% | 254 |
|
|
2022
Q4 | $1.19M | Sell |
25,332
-859
| -3% | -$40.4K | 0.04% | 261 |
|
|
2022
Q3 | $1.05M | Buy |
+26,191
| New | +$1.05M | 0.05% | 236 |
|