PSI Advisors’s WisdomTree International LargeCap Dividend Fund DOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,297
| Closed | -$64.1K | – | 789 |
|
|
2024
Q4 | $64.1K | Sell |
1,297
-1,081
| -45% | -$53.4K | 0.02% | 240 |
|
|
2024
Q3 | $128K | Sell |
2,378
-773
| -25% | -$41.7K | 0.04% | 163 |
|
|
2024
Q2 | $160K | Sell |
3,151
-2,290
| -42% | -$116K | 0.05% | 144 |
|
|
2024
Q1 | $281K | Sell |
5,441
-1,071
| -16% | -$55.4K | 0.1% | 105 |
|
|
2023
Q4 | $321K | Buy |
6,512
+105
| +2% | +$5.17K | 0.12% | 99 |
|
|
2023
Q3 | $292K | Buy |
6,407
+2,351
| +58% | +$107K | 0.13% | 101 |
|
|
2023
Q2 | $191K | Buy |
4,056
+63
| +2% | +$2.97K | 0.08% | 125 |
|
|
2023
Q1 | $186K | Buy |
+3,993
| New | +$186K | 0.09% | 118 |
|