SWA
SOA Wealth Advisors’s WisdomTree International LargeCap Dividend Fund DOL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $122K | Sell |
2,048
-1,292
| -39% | -$76.9K | 0.02% | 256 |
|
|
2025
Q1 | $184K | Sell |
3,340
-232
| -6% | -$12.8K | 0.04% | 197 |
|
|
2024
Q4 | $177K | Buy |
3,572
+23
| +0.6% | +$1.14K | 0.03% | 195 |
|
|
2024
Q3 | $192K | Buy |
3,549
+16
| +0.5% | +$863 | 0.04% | 190 |
|
|
2024
Q2 | $179K | Sell |
3,533
-16
| -0.5% | -$811 | 0.04% | 191 |
|
|
2024
Q1 | $184K | Sell |
3,549
-2
| -0.1% | -$103 | 0.04% | 190 |
|
|
2023
Q4 | $175K | Buy |
3,551
+23
| +0.7% | +$1.13K | 0.04% | 190 |
|
|
2023
Q3 | $161K | Buy |
3,528
+23
| +0.7% | +$1.05K | 0.04% | 190 |
|
|
2023
Q2 | $165K | Sell |
3,505
-120
| -3% | -$5.66K | 0.04% | 181 |
|
|
2023
Q1 | $169K | Sell |
3,625
-393
| -10% | -$18.4K | 0.04% | 171 |
|
|
2022
Q4 | $177K | Sell |
4,018
-2,819
| -41% | -$124K | 0.05% | 160 |
|
|
2022
Q3 | $255K | Sell |
6,837
-404
| -6% | -$15.1K | 0.08% | 127 |
|
|
2022
Q2 | $302K | Sell |
7,241
-1,374
| -16% | -$57.3K | 0.09% | 116 |
|
|
2022
Q1 | $418K | Sell |
8,615
-1,644
| -16% | -$79.8K | 0.1% | 108 |
|
|
2021
Q4 | $506K | Sell |
10,259
-469
| -4% | -$23.1K | 0.12% | 95 |
|
|
2021
Q3 | $510K | Sell |
10,728
-6,247
| -37% | -$297K | 0.13% | 97 |
|
|
2021
Q2 | $837K | Sell |
16,975
-17,884
| -51% | -$882K | 0.22% | 73 |
|
|
2021
Q1 | $1.65M | Sell |
34,859
-19,670
| -36% | -$930K | 0.46% | 49 |
|
|
2020
Q4 | $2.56M | Buy |
+54,529
| New | +$2.56M | 0.7% | 38 |
|