Moller Wealth Partners’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
Q3 | $6.83M | Sell |
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|
2025
Q2 | $6.8M | Sell |
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|
2025
Q1 | $6.56M | Sell |
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|
2024
Q4 | $6.17M | Hold |
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|
2024
Q3 | $6.74M | Sell |
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|
2024
Q2 | $6.47M | Sell |
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|
2024
Q1 | $6.64M | Hold |
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|
2023
Q4 | $6.37M | Sell |
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|
2023
Q3 | $5.87M | Hold |
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|
2023
Q2 | $6.07M | Sell |
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|
2023
Q1 | $6.36M | Sell |
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|
2022
Q4 | $6.07M | Sell |
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|
2022
Q3 | $6.05M | Sell |
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|
2022
Q2 | $7.11M | Sell |
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|
2022
Q1 | $8.27M | Buy |
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|
2021
Q4 | $7.55M | Sell |
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|
2021
Q3 | $8.4M | Sell |
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|
2021
Q2 | $8.67M | Sell |
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|
2021
Q1 | $8.52M | Buy |
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|
2020
Q4 | $7.32M | Sell |
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|
2020
Q3 | $7.37M | Sell |
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|
2020
Q2 | $8.22M | Buy |
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|
2020
Q1 | $3.37M | Sell |
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|
2019
Q4 | $4.97M | Sell |
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|
2019
Q3 | $4.7M | Buy |
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|
2019
Q2 | $4.8M | Sell |
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|
2019
Q1 | $4.77M | Sell |
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|
2018
Q4 | $4.6M | Buy |
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|
2018
Q3 | $4.28M | Sell |
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|
2018
Q2 | $4.25M | Sell |
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|
2018
Q1 | $4.42M | Sell |
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|
2017
Q4 | $4.51M | Sell |
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|
2017
Q3 | $4.41M | Sell |
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|
2017
Q2 | $4.22M | Sell |
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|
2017
Q1 | $4.05M | Hold |
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|
2016
Q4 | $3.77M | Hold |
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|
2016
Q3 | $3.83M | Sell |
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|
2016
Q2 | $3.66M | Sell |
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|
2016
Q1 | $15.9M | Buy |
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|
2015
Q4 | $3.82M | Buy |
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|
2015
Q3 | $3.57M | Sell |
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|
2015
Q2 | $4.12M | Sell |
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|
2015
Q1 | $4.2M | Hold |
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|
2014
Q4 | $4.02M | Sell |
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|
2014
Q3 | $4.36M | Sell |
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|
2014
Q2 | $4.94M | Sell |
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|
2014
Q1 | $5.78M | Sell |
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|
2013
Q4 | $5.8M | Sell |
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|
2013
Q3 | $5.81M | Sell |
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|
2013
Q2 | $5.41M | Buy |
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