Syverson Strege & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,875
| Closed | -$93.2K | – | 222 |
|
|
2023
Q1 | $93.2K | Buy |
1,875
+5
| +0.3% | +$249 | 0.04% | 92 |
|
|
2022
Q4 | $88K | Sell |
1,870
-73
| -4% | -$3.43K | 0.04% | 100 |
|
|
2022
Q3 | $78K | Sell |
1,943
-288
| -13% | -$11.6K | 0.04% | 99 |
|
|
2022
Q2 | $101K | Sell |
2,231
-403
| -15% | -$18.2K | 0.04% | 100 |
|
|
2022
Q1 | $139K | Buy |
2,634
+3
| +0.1% | +$158 | 0.15% | 75 |
|
|
2021
Q4 | $142K | Sell |
2,631
-256
| -9% | -$13.8K | 0.11% | 80 |
|
|
2021
Q3 | $153K | Sell |
2,887
-21
| -0.7% | -$1.11K | 0.12% | 75 |
|
|
2021
Q2 | $159K | Sell |
2,908
-39,464
| -93% | -$2.16M | 0.14% | 69 |
|
|
2021
Q1 | $2.23M | Sell |
42,372
-2,338
| -5% | -$123K | 2.32% | 8 |
|
|
2020
Q4 | $2.26M | Buy |
+44,710
| New | +$2.26M | 2.16% | 8 |
|