TCV Trust & Wealth Management’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
Q2 | $368K | Hold |
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|
2025
Q1 | $336K | Hold |
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|
2024
Q4 | $305K | Hold |
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|
2024
Q3 | $333K | Hold |
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|
2024
Q2 | $311K | Sell |
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|
2024
Q1 | $332K | Sell |
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|
2023
Q4 | $330K | Hold |
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|
2023
Q3 | $304K | Sell |
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|
2023
Q2 | $341K | Sell |
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|
2023
Q1 | $344K | Hold |
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|
2022
Q4 | $325K | Sell |
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|
2022
Q3 | $296K | Hold |
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|
2022
Q2 | $335K | Sell |
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|
2022
Q1 | $393K | Hold |
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|
2021
Q4 | $403K | Hold |
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|
2021
Q3 | $394K | Sell |
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|
2021
Q2 | $413K | Hold |
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|
2021
Q1 | $396K | Hold |
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|
2020
Q4 | $381K | Sell |
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|
2020
Q3 | $351K | Sell |
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|
2020
Q2 | $499K | Sell |
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|
2020
Q1 | $588K | Hold |
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|
2019
Q4 | $796K | Sell |
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|
2019
Q3 | $759K | Hold |
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|
2019
Q2 | $779K | Sell |
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|
2019
Q1 | $787K | Sell |
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|
2018
Q4 | $732K | Sell |
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|
2018
Q3 | $855K | Sell |
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|
2018
Q2 | $854K | Sell |
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|
2018
Q1 | $960K | Sell |
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|
2017
Q4 | $1.29M | Sell |
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|
2017
Q3 | $1.33M | Sell |
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|
2017
Q2 | $1.33M | Sell |
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|
2017
Q1 | $1.38M | Sell |
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|
2016
Q4 | $1.57M | Sell |
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|
2016
Q3 | $2M | Sell |
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|
2016
Q2 | $2.38M | Sell |
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|
2016
Q1 | $12M | Sell |
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|
2015
Q4 | $26.6M | Sell |
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|
2015
Q3 | $26M | Buy |
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|
2015
Q2 | $28.7M | Buy |
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|
2015
Q1 | $28.1M | Buy |
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|
2014
Q4 | $26.4M | Buy |
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|
2014
Q3 | $27.2M | Buy |
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|
2014
Q2 | $28.6M | Buy |
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|
2014
Q1 | $27M | Buy |
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|
2013
Q4 | $26.2M | Buy |
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|
2013
Q3 | $24.3M | Buy |
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|
2013
Q2 | $21M | Buy |
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