Steward Partners Investment Advisory’s WisdomTree International Equity Fund DWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $623K | Buy |
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|
2025
Q2 | $591K | Hold |
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|
2025
Q1 | $541K | Hold |
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|
2024
Q4 | $490K | Hold |
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|
2024
Q3 | $536K | Sell |
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|
2024
Q2 | $501K | Hold |
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|
2024
Q1 | $512K | Sell |
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|
2023
Q4 | $492K | Sell |
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|
2023
Q3 | $476K | Hold |
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|
2023
Q2 | $493K | Sell |
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|
2023
Q1 | $492K | Buy |
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|
2022
Q4 | $456K | Sell |
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|
2022
Q3 | $393K | Sell |
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|
2022
Q2 | $448K | Sell |
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|
2022
Q1 | $641K | Buy |
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|
2021
Q4 | $556K | Sell |
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|
2021
Q3 | $659K | Buy |
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|
2021
Q2 | $228K | Sell |
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|
2021
Q1 | $267K | Sell |
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|
2020
Q4 | $282K | Sell |
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|
2020
Q3 | $263K | Sell |
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|
2020
Q2 | $291K | Sell |
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|
2020
Q1 | $466K | Hold |
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|
2019
Q4 | $632K | Sell |
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|
2019
Q3 | $607K | Sell |
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|
2019
Q2 | $713K | Sell |
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|
2019
Q1 | $857K | Sell |
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|
2018
Q4 | $822K | Buy |
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|
2018
Q3 | $794K | Buy |
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|
2018
Q2 | $6K | Sell |
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|
2018
Q1 | $113K | Buy |
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|
2017
Q4 | $48K | Buy |
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|
2017
Q3 | $32K | Buy |
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|
2017
Q2 | $2K | Buy |
|