NFP Retirement Inc’s WisdomTree International LargeCap Dividend Fund DOL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-8,223
Closed -$407K 280
2024
Q4
$407K Buy
8,223
+94
+1% +$4.65K 0.03% 204
2024
Q3
$439K Sell
8,129
-506
-6% -$27.3K 0.04% 197
2024
Q2
$438K Buy
+8,635
New +$438K 0.04% 194