True Wealth Design’s WisdomTree International LargeCap Dividend Fund DOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-10,945
| Closed | -$555K | – | 1291 |
|
|
2024
Q2 | $555K | Sell |
10,945
-487
| -4% | -$24.7K | 0.14% | 104 |
|
|
2024
Q1 | $591K | Sell |
11,432
-70
| -0.6% | -$3.62K | 0.15% | 101 |
|
|
2023
Q4 | $567K | Sell |
11,502
-131
| -1% | -$6.45K | 0.16% | 103 |
|
|
2023
Q3 | $531K | Sell |
11,633
-315
| -3% | -$14.4K | 0.18% | 99 |
|
|
2023
Q2 | $564K | Sell |
11,948
-386
| -3% | -$18.2K | 0.21% | 100 |
|
|
2023
Q1 | $576K | Buy |
12,334
+1
| +0% | +$47 | 0.24% | 103 |
|
|
2022
Q4 | $543K | Buy |
+12,333
| New | +$543K | 0.25% | 99 |
|