Patriot Financial Group Insurance Agency’s WisdomTree International Multifactor Fund DWMF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $14K | Buy |
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|
2022
Q1 | $15K | Hold |
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|
2021
Q4 | $16K | Hold |
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|
2021
Q3 | $16K | Buy |
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|
2021
Q2 | $15K | Sell |
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|
2021
Q1 | $37K | Sell |
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|
2020
Q4 | $136K | Sell |
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|
2020
Q3 | $149K | Buy |
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|
2020
Q2 | $131K | Sell |
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|
2020
Q1 | $128K | Buy |
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|
2019
Q4 | $7K | Buy |
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