Modera Wealth Management’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 | $755K | Hold |
|
|||||
|
2025
Q1 | $691K | Hold |
|
|||||
|
2024
Q4 | $626K | Hold |
|
|||||
|
2024
Q3 | $684K | Sell |
|
|||||
|
2024
Q2 | $668K | Sell |
|
|||||
|
2024
Q1 | $711K | Hold |
|
|||||
|
2023
Q4 | $682K | Hold |
|
|||||
|
2023
Q3 | $628K | Sell |
|
|||||
|
2023
Q2 | $750K | Buy |
|
|||||
|
2023
Q1 | $333K | Hold |
|
|||||
|
2022
Q4 | $315K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $377K | Buy |
|
|||||
|
2022
Q1 | $404K | Hold |
|
|||||
|
2021
Q4 | $414K | Buy |
|
|||||
|
2021
Q3 | $393K | Buy |
|
|||||
|
2021
Q2 | $371K | Hold |
|
|||||
|
2021
Q1 | $358K | Buy |
|
|||||
|
2020
Q4 | $294K | Buy |
|