NewSquare Capital’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 | $4.22M | Buy |
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|
2025
Q1 | $3.69M | Buy |
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|
2024
Q4 | $3.34M | Buy |
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|
2024
Q3 | $3.43M | Buy |
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|
2024
Q2 | $3.18M | Buy |
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|
2024
Q1 | $3.2M | Buy |
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|
2023
Q4 | $2.31M | Sell |
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|
2023
Q3 | $2.51M | Buy |
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|
2023
Q2 | $2.58M | Buy |
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|
2023
Q1 | $2.55M | Buy |
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|
2022
Q4 | $2.32M | Buy |
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|
2022
Q3 | $1.93M | Buy |
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|
2022
Q2 | $2.1M | Buy |
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|
2022
Q1 | $2.37M | Buy |
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|
2021
Q4 | $1.7M | Buy |
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|
2021
Q3 | $1.05M | Buy |
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|
2021
Q2 | $985K | Buy |
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|
2021
Q1 | $846K | Buy |
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|
2020
Q4 | $683K | Buy |
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|
2020
Q3 | $248K | Buy |
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|
2020
Q2 | $146K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $3.19M | Sell |
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|
2014
Q2 | $3.64M | Sell |
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|
2014
Q1 | $3.68M | Buy |
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|
2013
Q4 | $1.95M | Sell |
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|
2013
Q3 | $2.05M | Sell |
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|
2013
Q2 | $1.91M | Buy |
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