Smallwood Wealth Investment Management’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
Q1 | $3.26M | Buy |
56,137
+2,483
| +5% | +$144K | 2.06% | 9 |
|
|
2024
Q4 | $2.83M | Buy |
53,654
+1,957
| +4% | +$103K | 1.93% | 11 |
|
|
2024
Q3 | $2.98M | Buy |
51,697
+2,009
| +4% | +$116K | 2.12% | 12 |
|
|
2024
Q2 | $2.67M | Buy |
49,688
+1,834
| +4% | +$98.5K | 2.06% | 12 |
|
|
2024
Q1 | $2.62M | Buy |
47,854
+923
| +2% | +$50.6K | 2.03% | 13 |
|
|
2023
Q4 | $2.46M | Buy |
46,931
+3,326
| +8% | +$175K | 2.04% | 13 |
|
|
2023
Q3 | $2.11M | Buy |
43,605
+1,859
| +4% | +$89.9K | 1.92% | 12 |
|
|
2023
Q2 | $2.09M | Sell |
41,746
-1,968
| -5% | -$98.5K | 1.86% | 13 |
|
|
2023
Q1 | $2.17M | Buy |
43,714
+195
| +0.4% | +$9.7K | 2.06% | 12 |
|
|
2022
Q4 | $2.05M | Buy |
43,519
+6,785
| +18% | +$319K | 1.73% | 14 |
|
|
2022
Q3 | $1.48M | Sell |
36,734
-4,068
| -10% | -$163K | 1.33% | 16 |
|
|
2022
Q2 | $1.85M | Buy |
40,802
+401
| +1% | +$18.2K | 1.88% | 10 |
|
|
2022
Q1 | $2.13M | Buy |
40,401
+1,181
| +3% | +$62.3K | 2.01% | 9 |
|
|
2021
Q4 | $2.12M | Buy |
+39,220
| New | +$2.12M | 1.97% | 9 |
|