Tobias Financial Advisors’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 | $3.65M | Sell |
|
|||||
|
2025
Q1 | $3.55M | Sell |
|
|||||
|
2024
Q4 | $3.3M | Sell |
|
|||||
|
2024
Q3 | $3.71M | Sell |
|
|||||
|
2024
Q2 | $3.49M | Sell |
|
|||||
|
2024
Q1 | $3.78M | Sell |
|
|||||
|
2023
Q4 | $3.9M | Sell |
|
|||||
|
2023
Q3 | $4.11M | Sell |
|
|||||
|
2023
Q2 | $10M | Buy |
|
|||||
|
2023
Q1 | $9.86M | Buy |
|
|||||
|
2022
Q4 | $9.14M | Buy |
|
|||||
|
2022
Q3 | $7.34M | Buy |
|
|||||
|
2022
Q2 | $5.88M | Sell |
|
|||||
|
2022
Q1 | $7.46M | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $6.79M | Buy |
|
|||||
|
2021
Q2 | $5.67M | Buy |
|
|||||
|
2021
Q1 | $4.94M | Buy |
|
|||||
|
2020
Q4 | $4.43M | Buy |
|
|||||
|
2020
Q3 | $3.64M | Buy |
|
|||||
|
2020
Q2 | $3.39M | Sell |
|
|||||
|
2020
Q1 | $6.01M | Buy |
|
|||||
|
2019
Q4 | $7.8M | Buy |
|