MWP
Moller Wealth Partners’s WisdomTree International Equity Fund DWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.8M | Sell |
106,914
-5,825
| -5% | -$370K | 1.5% | 21 |
|
|
2025
Q1 | $6.56M | Sell |
112,739
-4,340
| -4% | -$252K | 1.62% | 21 |
|
|
2024
Q4 | $6.17M | Hold |
117,079
| – | – | 1.62% | 21 |
|
|
2024
Q3 | $6.74M | Sell |
117,079
-3,359
| -3% | -$193K | 1.68% | 21 |
|
|
2024
Q2 | $6.47M | Sell |
120,438
-778
| -0.6% | -$41.8K | 1.73% | 21 |
|
|
2024
Q1 | $6.64M | Hold |
121,216
| – | – | 1.8% | 21 |
|
|
2023
Q4 | $6.37M | Sell |
121,216
-138
| -0.1% | -$7.25K | 1.79% | 21 |
|
|
2023
Q3 | $5.87M | Hold |
121,354
| – | – | 1.86% | 21 |
|
|
2023
Q2 | $6.07M | Sell |
121,354
-6,464
| -5% | -$323K | 1.85% | 21 |
|
|
2023
Q1 | $6.36M | Sell |
127,818
-1,151
| -0.9% | -$57.2K | 1.96% | 21 |
|
|
2022
Q4 | $6.07M | Sell |
128,969
-21,835
| -14% | -$1.03M | 1.95% | 19 |
|
|
2022
Q3 | $6.06M | Sell |
150,804
-5,724
| -4% | -$230K | 2.18% | 17 |
|
|
2022
Q2 | $7.11M | Sell |
156,528
-276
| -0.2% | -$12.5K | 2.41% | 16 |
|
|
2022
Q1 | $8.27M | Buy |
156,804
+17,210
| +12% | +$908K | 2.57% | 16 |
|
|
2021
Q4 | $7.55M | Sell |
139,594
-19,344
| -12% | -$1.05M | 2.41% | 16 |
|
|
2021
Q3 | $8.4M | Sell |
158,938
-118
| -0.1% | -$6.24K | 2.78% | 16 |
|
|
2021
Q2 | $8.67M | Sell |
159,056
-2,870
| -2% | -$156K | 2.85% | 15 |
|
|
2021
Q1 | $8.52M | Buy |
161,926
+17,352
| +12% | +$912K | 2.97% | 15 |
|
|
2020
Q4 | $7.32M | Sell |
144,574
-17,511
| -11% | -$887K | 3.03% | 13 |
|
|
2020
Q3 | $7.37M | Sell |
162,085
-23,573
| -13% | -$1.07M | 3.3% | 12 |
|
|
2020
Q2 | $8.22M | Buy |
185,658
+100,420
| +118% | +$4.45M | 3.59% | 11 |
|
|
2020
Q1 | $3.37M | Sell |
85,238
-7,773
| -8% | -$307K | 1.74% | 15 |
|
|
2019
Q4 | $4.97M | Sell |
93,011
-1,428
| -2% | -$76.4K | 2.2% | 14 |
|
|
2019
Q3 | $4.7M | Buy |
94,439
+300
| +0.3% | +$14.9K | 2.27% | 14 |
|
|
2019
Q2 | $4.8M | Sell |
94,139
-100
| -0.1% | -$5.1K | 2.46% | 12 |
|
|
2019
Q1 | $4.77M | Sell |
94,239
-1,298
| -1% | -$65.7K | 2.14% | 15 |
|
|
2018
Q4 | $4.6M | Buy |
95,537
+15,037
| +19% | +$724K | 3% | 9 |
|
|
2018
Q3 | $4.28M | Sell |
80,500
-53
| -0.1% | -$2.82K | 1.87% | 11 |
|
|
2018
Q2 | $4.25M | Sell |
80,553
-53
| -0.1% | -$2.8K | 1.65% | 14 |
|
|
2018
Q1 | $4.42M | Sell |
80,606
-288
| -0.4% | -$15.8K | 1.92% | 13 |
|
|
2017
Q4 | $4.51M | Sell |
80,894
-50
| -0.1% | -$2.79K | 1.72% | 13 |
|
|
2017
Q3 | $4.41M | Sell |
80,944
-315
| -0.4% | -$17.2K | 1.69% | 15 |
|
|
2017
Q2 | $4.22M | Sell |
81,259
-100
| -0.1% | -$5.19K | 1.78% | 13 |
|
|
2017
Q1 | $4.05M | Hold |
81,359
| – | – | 1.77% | 14 |
|
|
2016
Q4 | $3.78M | Hold |
81,359
| – | – | 1.86% | 13 |
|
|
2016
Q3 | $3.83M | Sell |
81,359
-409
| -0.5% | -$19.3K | 1.76% | 13 |
|
|
2016
Q2 | $3.66M | Sell |
81,768
-103,421
| -56% | -$4.63M | 1.79% | 14 |
|
|
2016
Q1 | $15.9M | Buy |
185,189
+103,268
| +126% | +$8.87M | 9.34% | 2 |
|
|
2015
Q4 | $3.82M | Buy |
81,921
+3,362
| +4% | +$157K | 2.1% | 12 |
|
|
2015
Q3 | $3.57M | Sell |
78,559
-2,224
| -3% | -$101K | 3.31% | 11 |
|
|
2015
Q2 | $4.12M | Sell |
80,783
-205
| -0.3% | -$10.5K | 1.87% | 13 |
|
|
2015
Q1 | $4.2M | Hold |
80,988
| – | – | 1.94% | 11 |
|
|
2014
Q4 | $4.02M | Sell |
80,988
-3,432
| -4% | -$170K | 1.99% | 11 |
|
|
2014
Q3 | $4.36M | Sell |
84,420
-3,832
| -4% | -$198K | 2.06% | 11 |
|
|
2014
Q2 | $4.94M | Sell |
88,252
-17,373
| -16% | -$973K | 2.25% | 12 |
|
|
2014
Q1 | $5.78M | Sell |
105,625
-857
| -0.8% | -$46.9K | 2.95% | 10 |
|
|
2013
Q4 | $5.8M | Sell |
106,482
-5,939
| -5% | -$323K | 3.11% | 12 |
|
|
2013
Q3 | $5.81M | Sell |
112,421
-5,022
| -4% | -$260K | 3.65% | 11 |
|
|
2013
Q2 | $5.41M | Buy |
+117,443
| New | +$5.41M | 3.95% | 10 |
|