PJWM
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Philip James Wealth Mangement’s WisdomTree International Equity Fund DWM Stock Holding History

Philip James Wealth Mangement’s Portfolio DWM Stock Details DWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,319
Closed -$228K – 174
2024
Q4 		$228K Hold
4,319
– – 0.03% 158
2024
Q3 		$249K Buy
+4,319
New +$249K 0.03% 143