Spire Wealth 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
Q2 | – | Sell |
-975
| Closed | -$56.7K | – | 2424 |
|
|
2025
Q1 | $56.7K | Hold |
975
| – | – | ﹤0.01% | 1234 |
|
|
2024
Q4 | $51.4K | Hold |
975
| – | – | ﹤0.01% | 1272 |
|
|
2024
Q3 | $56.1K | Hold |
975
| – | – | ﹤0.01% | 1097 |
|
|
2024
Q2 | $52.4K | Hold |
975
| – | – | ﹤0.01% | 1104 |
|
|
2024
Q1 | $53.4K | Hold |
975
| – | – | ﹤0.01% | 1191 |
|
|
2023
Q4 | $50.1K | Hold |
975
| – | – | ﹤0.01% | 1204 |
|
|
2023
Q3 | $47.1K | Hold |
975
| – | – | ﹤0.01% | 1192 |
|
|
2023
Q2 | $48.8K | Hold |
975
| – | – | ﹤0.01% | 1209 |
|
|
2023
Q1 | $48.5K | Buy |
+975
| New | +$48.5K | ﹤0.01% | 1219 |
|
|
2022
Q3 | – | Sell |
-975
| Closed | -$44K | – | 2276 |
|
|
2022
Q2 | $44K | Hold |
975
| – | – | ﹤0.01% | 1341 |
|
|
2022
Q1 | $51K | Hold |
975
| – | – | ﹤0.01% | 1442 |
|
|
2021
Q4 | $53K | Sell |
975
-975
| -50% | -$53K | ﹤0.01% | 1693 |
|
|
2021
Q3 | $103K | Hold |
1,950
| – | – | ﹤0.01% | 1183 |
|
|
2021
Q2 | $106K | Hold |
1,950
| – | – | ﹤0.01% | 1164 |
|
|
2021
Q1 | $103K | Buy |
+1,950
| New | +$103K | ﹤0.01% | 1391 |
|