TRUE Private Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-739
| Closed | -$37K | – | 362 |
|
|
2020
Q4 | $37K | Buy |
739
+2
| +0.3% | +$100 | 0.01% | 382 |
|
|
2020
Q3 | $33K | Buy |
737
+2
| +0.3% | +$90 | 0.01% | 373 |
|
|
2020
Q2 | $32K | Buy |
735
+2
| +0.3% | +$87 | 0.01% | 364 |
|
|
2020
Q1 | $28K | Buy |
733
+1
| +0.1% | +$38 | 0.01% | 344 |
|
|
2019
Q4 | $39K | Buy |
+732
| New | +$39K | 0.01% | 398 |
|
|
2019
Q3 | – | Sell |
-729
| Closed | -$37K | – | 359 |
|
|
2019
Q2 | $37K | Buy |
+729
| New | +$37K | 0.01% | 379 |
|
|
2018
Q4 | – | Sell |
-832
| Closed | -$44.2K | – | 416 |
|
|
2018
Q3 | $44.2K | Buy |
+832
| New | +$44.2K | 0.01% | 480 |
|