Regimen Wealth’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 | $284K | Buy |
4,470
+77
| +2% | +$4.89K | 0.09% | 63 |
|
|
2025
Q1 | $255K | Sell |
4,393
-110
| -2% | -$6.4K | 0.08% | 58 |
|
|
2024
Q4 | $237K | Buy |
4,503
+275
| +7% | +$14.5K | 0.08% | 56 |
|
|
2024
Q3 | $243K | Buy |
4,228
+21
| +0.5% | +$1.21K | 0.08% | 57 |
|
|
2024
Q2 | $226K | Sell |
4,207
-1,151
| -21% | -$61.8K | 0.08% | 58 |
|
|
2024
Q1 | $294K | Buy |
5,358
+179
| +3% | +$9.81K | 0.1% | 50 |
|
|
2023
Q4 | $272K | Buy |
5,179
+38
| +0.7% | +$2K | 0.1% | 51 |
|
|
2023
Q3 | $249K | Buy |
5,141
+35
| +0.7% | +$1.69K | 0.1% | 52 |
|
|
2023
Q2 | $255K | Buy |
5,106
+102
| +2% | +$5.1K | 0.11% | 48 |
|
|
2023
Q1 | $249K | Buy |
+5,004
| New | +$249K | 0.11% | 50 |
|