PBMares Wealth Management’s WisdomTree True Developed International Fund DOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $392K | Buy |
|
|||||
|
2025
Q2 | $374K | Buy |
|
|||||
|
2025
Q1 | $342K | Buy |
|
|||||
|
2024
Q4 | $306K | Buy |
|
|||||
|
2024
Q3 | $333K | Sell |
|
|||||
|
2024
Q2 | $331K | Buy |
|
|||||
|
2024
Q1 | $330K | Sell |
|
|||||
|
2023
Q4 | $316K | Buy |
|
|||||
|
2023
Q3 | $292K | Sell |
|
|||||
|
2023
Q2 | $323K | Sell |
|
|||||
|
2023
Q1 | $330K | Buy |
|
|||||
|
2022
Q4 | $292K | Buy |
|
|||||
|
2022
Q3 | $223K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $218K | Sell |
|
|||||
|
2021
Q4 | $257K | Buy |
|
|||||
|
2021
Q3 | $247K | Sell |
|
|||||
|
2021
Q2 | $268K | Sell |
|
|||||
|
2021
Q1 | $291K | Buy |
|
|||||
|
2020
Q4 | $273K | Sell |
|
|||||
|
2020
Q3 | $269K | Sell |
|
|||||
|
2020
Q2 | $538K | Sell |
|
|||||
|
2020
Q1 | $782K | Sell |
|
|||||
|
2019
Q4 | $1.4M | Buy |
|