Rockbridge Investment Management’s WisdomTree International Equity Fund DWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $331K | Sell |
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|
2025
Q1 | $308K | Sell |
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|
2024
Q4 | $285K | Buy |
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|
2024
Q3 | $311K | Sell |
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|
2024
Q2 | $293K | Sell |
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|
2024
Q1 | $300K | Sell |
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|
2023
Q4 | $293K | Sell |
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|
2023
Q3 | $275K | Sell |
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|
2023
Q2 | $286K | Buy |
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|
2023
Q1 | $271K | Sell |
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|
2022
Q4 | $260K | Sell |
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|
2022
Q3 | $223K | Sell |
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|
2022
Q2 | $253K | Buy |
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|
2022
Q1 | $296K | Sell |
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|
2021
Q4 | $409K | Buy |
|