SOA Wealth Advisors’s WisdomTree International LargeCap Dividend Fund DOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $122K | Sell |
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|
2025
Q1 | $184K | Sell |
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|
2024
Q4 | $177K | Buy |
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|
2024
Q3 | $192K | Buy |
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|
2024
Q2 | $179K | Sell |
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|
2024
Q1 | $184K | Sell |
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|
2023
Q4 | $175K | Buy |
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|
2023
Q3 | $161K | Buy |
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|
2023
Q2 | $165K | Sell |
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|
2023
Q1 | $169K | Sell |
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|
2022
Q4 | $177K | Sell |
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|
2022
Q3 | $255K | Sell |
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|
2022
Q2 | $302K | Sell |
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|
2022
Q1 | $418K | Sell |
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|
2021
Q4 | $506K | Sell |
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|
2021
Q3 | $510K | Sell |
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|
2021
Q2 | $837K | Sell |
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|
2021
Q1 | $1.65M | Sell |
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|
2020
Q4 | $2.56M | Buy |
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