TFA
Tobias Financial Advisors’s WisdomTree International Equity Fund DWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.65M | Sell |
57,475
-3,616
| -6% | -$230K | 0.63% | 29 |
|
|
2025
Q1 | $3.55M | Sell |
61,091
-1,556
| -2% | -$90.5K | 0.69% | 28 |
|
|
2024
Q4 | $3.3M | Sell |
62,647
-1,732
| -3% | -$91.3K | 0.66% | 29 |
|
|
2024
Q3 | $3.71M | Sell |
64,379
-627
| -1% | -$36.1K | 0.74% | 26 |
|
|
2024
Q2 | $3.49M | Sell |
65,006
-3,891
| -6% | -$209K | 0.75% | 26 |
|
|
2024
Q1 | $3.78M | Sell |
68,897
-5,313
| -7% | -$291K | 0.86% | 26 |
|
|
2023
Q4 | $3.9M | Sell |
74,210
-10,868
| -13% | -$571K | 0.95% | 25 |
|
|
2023
Q3 | $4.11M | Sell |
85,078
-115,616
| -58% | -$5.59M | 1.08% | 25 |
|
|
2023
Q2 | $10M | Buy |
200,694
+2,387
| +1% | +$119K | 2.71% | 12 |
|
|
2023
Q1 | $9.86M | Buy |
198,307
+4,003
| +2% | +$199K | 2.89% | 11 |
|
|
2022
Q4 | $9.14M | Buy |
194,304
+11,371
| +6% | +$535K | 3% | 12 |
|
|
2022
Q3 | $7.35M | Buy |
182,933
+53,436
| +41% | +$2.15M | 2.59% | 13 |
|
|
2022
Q2 | $5.88M | Sell |
129,497
-11,855
| -8% | -$539K | 1.98% | 15 |
|
|
2022
Q1 | $7.46M | Buy |
+141,352
| New | +$7.46M | 2.57% | 11 |
|
|
2021
Q4 | – | Sell |
-128,348
| Closed | -$6.79M | – | 76 |
|
|
2021
Q3 | $6.79M | Buy |
128,348
+24,417
| +23% | +$1.29M | 2.54% | 11 |
|
|
2021
Q2 | $5.67M | Buy |
103,931
+9,945
| +11% | +$542K | 2.24% | 12 |
|
|
2021
Q1 | $4.94M | Buy |
93,986
+6,572
| +8% | +$346K | 2.1% | 12 |
|
|
2020
Q4 | $4.43M | Buy |
87,414
+7,320
| +9% | +$371K | 2.02% | 15 |
|
|
2020
Q3 | $3.64M | Buy |
80,094
+3,485
| +5% | +$158K | 2% | 13 |
|
|
2020
Q2 | $3.39M | Sell |
76,609
-75,703
| -50% | -$3.35M | 1.99% | 13 |
|
|
2020
Q1 | $6.02M | Buy |
152,312
+6,462
| +4% | +$255K | 4.35% | 6 |
|
|
2019
Q4 | $7.8M | Buy |
+145,850
| New | +$7.8M | 4.99% | 5 |
|