OneDigital Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,471
| Closed | -$75K | – | 663 |
|
|
2019
Q2 | $75K | Sell |
1,471
-99
| -6% | -$5.05K | 0.01% | 499 |
|
|
2019
Q1 | $79K | Sell |
1,570
-329
| -17% | -$16.6K | 0.01% | 408 |
|
|
2018
Q4 | $88K | Buy |
+1,899
| New | +$88K | 0.01% | 356 |
|
|
2018
Q3 | – | Sell |
-3,618
| Closed | -$191K | – | 1074 |
|
|
2018
Q2 | $191K | Buy |
3,618
+25
| +0.7% | +$1.32K | 0.04% | 223 |
|
|
2018
Q1 | $197K | Buy |
3,593
+1,727
| +93% | +$94.7K | 0.04% | 228 |
|
|
2017
Q4 | $104K | Sell |
1,866
-106
| -5% | -$5.91K | 0.01% | 326 |
|
|
2017
Q3 | $107K | Sell |
1,972
-8,439
| -81% | -$458K | 0.04% | 221 |
|
|
2017
Q2 | $540K | Buy |
+10,411
| New | +$540K | 0.16% | 103 |
|