PAG
Powers Advisory Group’s WisdomTree International LargeCap Dividend Fund DOL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.01M | Buy |
84,181
+2,394
| +3% | +$143K | 2.21% | 12 |
|
|
2025
Q1 | $4.5M | Sell |
81,787
-1,098
| -1% | -$60.5K | 2.15% | 12 |
|
|
2024
Q4 | $4.1M | Sell |
82,885
-970
| -1% | -$48K | 2.05% | 14 |
|
|
2024
Q3 | $4.53M | Buy |
83,855
+1,194
| +1% | +$64.4K | 2.26% | 12 |
|
|
2024
Q2 | $4.19M | Sell |
82,661
-414
| -0.5% | -$21K | 2.29% | 12 |
|
|
2024
Q1 | $4.3M | Buy |
83,075
+202
| +0.2% | +$10.4K | 2.46% | 12 |
|
|
2023
Q4 | $4.08M | Buy |
82,873
+2,402
| +3% | +$118K | 2.52% | 12 |
|
|
2023
Q3 | $3.67M | Sell |
80,471
-716
| -0.9% | -$32.7K | 2.49% | 12 |
|
|
2023
Q2 | $3.83M | Buy |
81,187
+1,439
| +2% | +$67.9K | 2.54% | 11 |
|
|
2023
Q1 | $3.72M | Buy |
79,748
+5,081
| +7% | +$237K | 2.6% | 10 |
|
|
2022
Q4 | $3.29M | Buy |
74,667
+1,466
| +2% | +$64.5K | 2.42% | 10 |
|
|
2022
Q3 | $2.74M | Buy |
73,201
+1,695
| +2% | +$63.4K | 2.18% | 11 |
|
|
2022
Q2 | $2.99M | Buy |
71,506
+2,391
| +3% | +$100K | 2.3% | 10 |
|
|
2022
Q1 | $3.36M | Buy |
69,115
+1,297
| +2% | +$63.1K | 2.34% | 10 |
|
|
2021
Q4 | $3.35M | Buy |
+67,818
| New | +$3.35M | 2.36% | 11 |
|