Private Trust Company’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.3K | Hold |
383
| – | – | ﹤0.01% | 1491 |
|
|
2025
Q1 | $22.3K | Sell |
383
-46
| -11% | -$2.68K | ﹤0.01% | 1510 |
|
|
2024
Q4 | $22.6K | Buy |
+429
| New | +$22.6K | ﹤0.01% | 1450 |
|
|
2023
Q2 | – | Sell |
-67
| Closed | -$3.33K | – | 2304 |
|
|
2023
Q1 | $3.33K | Hold |
67
| – | – | ﹤0.01% | 1968 |
|
|
2022
Q4 | $3K | Hold |
67
| – | – | ﹤0.01% | 1919 |
|
|
2022
Q3 | $3K | Buy |
+67
| New | +$3K | ﹤0.01% | 1793 |
|