SYM Financial Corp’s WisdomTree International Multifactor Fund DWMF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-92,845
| Closed | -$1.95M | – | 65 |
|
|
2020
Q1 | $1.95M | Sell |
92,845
-1,305
| -1% | -$27.4K | 1.96% | 7 |
|
|
2019
Q4 | $2.41M | Sell |
94,150
-15,000
| -14% | -$384K | 1.59% | 7 |
|
|
2019
Q3 | $2.72M | Hold |
109,150
| – | – | 1.82% | 7 |
|
|
2019
Q2 | $2.71M | Sell |
109,150
-1,237
| -1% | -$30.7K | 1.74% | 7 |
|
|
2019
Q1 | $2.74M | Sell |
110,387
-34,467
| -24% | -$856K | 1.73% | 5 |
|
|
2018
Q4 | $3.28M | Buy |
+144,854
| New | +$3.28M | 1.31% | 6 |
|