Stratos Wealth Advisors’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 | $1.35M | Buy |
21,312
+972
| +5% | +$61.8K | 0.07% | 273 |
|
|
2025
Q1 | $1.18M | Buy |
20,340
+2,849
| +16% | +$166K | 0.06% | 278 |
|
|
2024
Q4 | $922K | Buy |
17,491
+506
| +3% | +$26.7K | 0.04% | 346 |
|
|
2024
Q3 | $978K | Buy |
16,985
+1,547
| +10% | +$89K | 0.04% | 352 |
|
|
2024
Q2 | $829K | Buy |
15,438
+456
| +3% | +$24.5K | 0.04% | 367 |
|
|
2024
Q1 | $821K | Buy |
14,982
+2,255
| +18% | +$124K | 0.05% | 362 |
|
|
2023
Q4 | $668K | Buy |
12,727
+862
| +7% | +$45.3K | 0.04% | 405 |
|
|
2023
Q3 | $574K | Buy |
11,865
+308
| +3% | +$14.9K | 0.04% | 405 |
|
|
2023
Q2 | $578K | Buy |
11,557
+1,635
| +16% | +$81.8K | 0.04% | 414 |
|
|
2023
Q1 | $493K | Buy |
9,922
+2,059
| +26% | +$102K | 0.04% | 419 |
|
|
2022
Q4 | $370K | Sell |
7,863
-2,154
| -22% | -$101K | 0.03% | 440 |
|
|
2022
Q3 | $402K | Buy |
+10,017
| New | +$402K | 0.04% | 386 |
|