OneDigital Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-14,069
| Closed | -$759K | – | 1430 |
|
|
2024
Q3 | $759K | Sell |
14,069
-923
| -6% | -$49.8K | 0.01% | 763 |
|
|
2024
Q2 | $760K | Sell |
14,992
-3,064
| -17% | -$155K | 0.01% | 726 |
|
|
2024
Q1 | $934K | Sell |
18,056
-1,988
| -10% | -$103K | 0.01% | 527 |
|
|
2023
Q4 | $987K | Buy |
20,044
+3,347
| +20% | +$165K | 0.02% | 485 |
|
|
2023
Q3 | $762K | Buy |
16,697
+5,302
| +47% | +$242K | 0.02% | 503 |
|
|
2023
Q2 | $538K | Buy |
11,395
+218
| +2% | +$10.3K | 0.01% | 614 |
|
|
2023
Q1 | $522K | Buy |
11,177
+25
| +0.2% | +$1.17K | 0.01% | 600 |
|
|
2022
Q4 | $491K | Buy |
+11,152
| New | +$491K | 0.01% | 525 |
|