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