Octavia Wealth Advisors’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 | $953K | Sell |
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|
2025
Q1 | $948K | Buy |
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|
2024
Q4 | $832K | Sell |
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|
2024
Q3 | $973K | Sell |
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|
2024
Q2 | $1.11M | Sell |
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|
2024
Q1 | $1.48M | Sell |
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|
2023
Q4 | $25.5M | Buy |
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|
2023
Q3 | $22.7M | Buy |
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|
2023
Q2 | $22.2M | Buy |
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|
2023
Q1 | $20.9M | Buy |
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|
2022
Q4 | $16.9M | Buy |
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|
2022
Q3 | $12.5M | Buy |
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|
2022
Q2 | $6.89M | Buy |
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|
2022
Q1 | $7.61M | Buy |
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|
2021
Q4 | $7.05M | Buy |
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|
2021
Q3 | $5.75M | Buy |
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|
2021
Q2 | $4.46M | Buy |
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|
2021
Q1 | $3.79M | Sell |
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|
2020
Q4 | $4.08M | Buy |
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