Spire Wealth Management’s WisdomTree International LargeCap Dividend Fund DOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-42
| Closed | -$2.08K | – | 2496 |
|
|
2024
Q4 | $2.08K | Hold |
42
| – | – | ﹤0.01% | 2249 |
|
|
2024
Q3 | $2.27K | Hold |
42
| – | – | ﹤0.01% | 1981 |
|
|
2024
Q2 | $2.13K | Hold |
42
| – | – | ﹤0.01% | 2000 |
|
|
2024
Q1 | $2.17K | Hold |
42
| – | – | ﹤0.01% | 2075 |
|
|
2023
Q4 | $2.03K | Hold |
42
| – | – | ﹤0.01% | 2137 |
|
|
2023
Q3 | $1.92K | Hold |
42
| – | – | ﹤0.01% | 2145 |
|
|
2023
Q2 | $1.98K | Hold |
42
| – | – | ﹤0.01% | 2197 |
|
|
2023
Q1 | $1.96K | Hold |
42
| – | – | ﹤0.01% | 2265 |
|
|
2022
Q4 | $2K | Hold |
42
| – | – | ﹤0.01% | 2030 |
|
|
2022
Q3 | $2K | Hold |
42
| – | – | ﹤0.01% | 1936 |
|
|
2022
Q2 | $2K | Hold |
42
| – | – | ﹤0.01% | 2344 |
|
|
2022
Q1 | $2K | Hold |
42
| – | – | ﹤0.01% | 2385 |
|
|
2021
Q4 | $2K | Hold |
42
| – | – | ﹤0.01% | 2767 |
|
|
2021
Q3 | $2K | Hold |
42
| – | – | ﹤0.01% | 2453 |
|
|
2021
Q2 | $2K | Hold |
42
| – | – | ﹤0.01% | 2473 |
|
|
2021
Q1 | $2K | Buy |
+42
| New | +$2K | ﹤0.01% | 2838 |
|