Rothschild Investment LLC’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 | $14.9K | Hold |
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|
2025
Q1 | $13.7K | Hold |
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|
2024
Q4 | $12.4K | Hold |
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|
2024
Q3 | $13.5K | Hold |
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|
2024
Q2 | $12.6K | Hold |
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|
2024
Q1 | $12.9K | Hold |
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|
2023
Q4 | $12.3K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $280K | Hold |
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|
2021
Q4 | $287K | Hold |
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|
2021
Q3 | $281K | Hold |
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|
2021
Q2 | $289K | Sell |
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|
2021
Q1 | $313K | Hold |
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|
2020
Q4 | $302K | Sell |
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|
2020
Q3 | $275K | Sell |
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|
2020
Q2 | $274K | Sell |
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|
2020
Q1 | $251K | Sell |
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|
2019
Q4 | $395K | Sell |
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|
2019
Q3 | $376K | Hold |
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|
2019
Q2 | $386K | Buy |
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|
2019
Q1 | $364K | Buy |
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|
2018
Q4 | $260K | Sell |
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|
2018
Q3 | $298K | Buy |
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|
2018
Q2 | $268K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $207K | Sell |
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|
2015
Q1 | $214K | Buy |
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