Northwestern Mutual Wealth Management’s WisdomTree International Equity Fund DWM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $130K | Sell |
2,041
-997
| -33% | -$63.4K | ﹤0.01% | 1912 |
|
2025
Q1 | $177K | Sell |
3,038
-24
| -0.8% | -$1.4K | ﹤0.01% | 1715 |
|
2024
Q4 | $161K | Buy |
3,062
+340
| +12% | +$17.9K | ﹤0.01% | 1743 |
|
2024
Q3 | $157K | Buy |
2,722
+598
| +28% | +$34.4K | ﹤0.01% | 1723 |
|
2024
Q2 | $114K | Buy |
2,124
+1,320
| +164% | +$70.9K | ﹤0.01% | 1784 |
|
2024
Q1 | $44.1K | Buy |
804
+224
| +39% | +$12.3K | ﹤0.01% | 2125 |
|
2023
Q4 | $30.5K | Hold |
580
| – | – | ﹤0.01% | 2252 |
|
2023
Q3 | $28K | Hold |
580
| – | – | ﹤0.01% | 2196 |
|
2023
Q2 | $29K | Sell |
580
-6,507
| -92% | -$326K | ﹤0.01% | 2179 |
|
2023
Q1 | $352K | Buy |
7,087
+1,040
| +17% | +$51.7K | ﹤0.01% | 1243 |
|
2022
Q4 | $284K | Sell |
6,047
-297
| -5% | -$14K | ﹤0.01% | 1296 |
|
2022
Q3 | $255K | Sell |
6,344
-192
| -3% | -$7.72K | ﹤0.01% | 1320 |
|
2022
Q2 | $297K | Buy |
6,536
+694
| +12% | +$31.5K | ﹤0.01% | 1259 |
|
2022
Q1 | $308K | Buy |
5,842
+772
| +15% | +$40.7K | ﹤0.01% | 1272 |
|
2021
Q4 | $274K | Buy |
5,070
+2,375
| +88% | +$128K | ﹤0.01% | 1304 |
|
2021
Q3 | $142K | Buy |
2,695
+944
| +54% | +$49.7K | ﹤0.01% | 1479 |
|
2021
Q2 | $95K | Buy |
1,751
+67
| +4% | +$3.64K | ﹤0.01% | 1617 |
|
2021
Q1 | $89K | Buy |
1,684
+233
| +16% | +$12.3K | ﹤0.01% | 1528 |
|
2020
Q4 | $73K | Buy |
1,451
+465
| +47% | +$23.4K | ﹤0.01% | 1523 |
|
2020
Q3 | $45K | Buy |
986
+470
| +91% | +$21.5K | ﹤0.01% | 1543 |
|
2020
Q2 | $23K | Sell |
516
-124
| -19% | -$5.53K | ﹤0.01% | 1676 |
|
2020
Q1 | $25K | Sell |
640
-506
| -44% | -$19.8K | ﹤0.01% | 1620 |
|
2019
Q4 | $61K | Buy |
1,146
+364
| +47% | +$19.4K | ﹤0.01% | 1391 |
|
2019
Q3 | $39K | Sell |
782
-2,708
| -78% | -$135K | ﹤0.01% | 1502 |
|
2019
Q2 | $178K | Buy |
3,490
+3,162
| +964% | +$161K | ﹤0.01% | 920 |
|
2019
Q1 | $17K | Hold |
328
| – | – | ﹤0.01% | 1775 |
|
2018
Q4 | $15K | Hold |
328
| – | – | ﹤0.01% | 1696 |
|
2018
Q3 | $17K | Hold |
328
| – | – | ﹤0.01% | 1726 |
|
2018
Q2 | $17K | Sell |
328
-108
| -25% | -$5.6K | ﹤0.01% | 1648 |
|
2018
Q1 | $24K | Sell |
436
-377
| -46% | -$20.8K | ﹤0.01% | 1458 |
|
2017
Q4 | $45K | Buy |
813
+530
| +187% | +$29.3K | ﹤0.01% | 1190 |
|
2017
Q3 | $15K | Buy |
283
+83
| +42% | +$4.4K | ﹤0.01% | 1552 |
|
2017
Q2 | $10K | Hold |
200
| – | – | ﹤0.01% | 1582 |
|
2017
Q1 | $10K | Hold |
200
| – | – | ﹤0.01% | 1536 |
|
2016
Q4 | $9K | Buy |
+200
| New | +$9K | ﹤0.01% | 1644 |
|
2016
Q2 | – | Sell |
-50
| Closed | -$2K | – | 2096 |
|
2016
Q1 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 1878 |
|
2015
Q3 | – | Sell |
-380
| Closed | -$19K | – | 1701 |
|
2015
Q2 | $19K | Buy |
+380
| New | +$19K | ﹤0.01% | 879 |
|
2014
Q2 | – | Sell |
-90
| Closed | -$5K | – | 1276 |
|
2014
Q1 | $5K | Buy |
+90
| New | +$5K | ﹤0.01% | 980 |
|
2013
Q4 | – | Sell |
-11,451
| Closed | -$592K | – | 1407 |
|
2013
Q3 | $592K | Buy |
+11,451
| New | +$592K | 0.03% | 238 |
|