Robertson Stephens Wealth Management’s WisdomTree International Equity Fund DWM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.03M Sell
16,260
-6,536
-29% -$415K 0.03% 267
2025
Q1
$1.33M Sell
22,796
-31,149
-58% -$1.81M 0.05% 228
2024
Q4
$2.84M Buy
53,945
+25,186
+88% +$1.33M 0.1% 162
2024
Q3
$1.66M Buy
+28,759
New +$1.66M 0.06% 214