Steward Partners Investment Advisory’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
Q2 | $119 | Hold |
2
| – | – | ﹤0.01% | 4039 |
|
|
2025
Q1 | $110 | Sell |
2
-1,241
| -100% | -$68.3K | ﹤0.01% | 3939 |
|
|
2024
Q4 | $61.5K | Sell |
1,243
-125,138
| -99% | -$6.19M | ﹤0.01% | 2228 |
|
|
2024
Q3 | $6.82M | Sell |
126,381
-1,457
| -1% | -$78.6K | 0.06% | 296 |
|
|
2024
Q2 | $6.48M | Buy |
127,838
+387
| +0.3% | +$19.6K | 0.07% | 282 |
|
|
2024
Q1 | $6.59M | Buy |
127,451
+45,387
| +55% | +$2.35M | 0.07% | 275 |
|
|
2023
Q4 | $4.04M | Sell |
82,064
-346
| -0.4% | -$17K | 0.05% | 325 |
|
|
2023
Q3 | $3.76M | Buy |
+82,410
| New | +$3.76M | 0.06% | 313 |
|
|
2021
Q2 | – | Sell |
-300
| Closed | -$14.2K | – | 7158 |
|
|
2021
Q1 | $14.2K | Buy |
+300
| New | +$14.2K | ﹤0.01% | 2636 |
|
|
2020
Q2 | – | Sell |
-900
| Closed | -$33K | – | 2675 |
|
|
2020
Q1 | $33K | Sell |
900
-400
| -31% | -$14.7K | ﹤0.01% | 1415 |
|
|
2019
Q4 | $63K | Buy |
1,300
+600
| +86% | +$29.1K | ﹤0.01% | 1305 |
|
|
2019
Q3 | $32K | Hold |
700
| – | – | ﹤0.01% | 1546 |
|
|
2019
Q2 | $32K | Buy |
+700
| New | +$32K | ﹤0.01% | 1506 |
|