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UP Strategic Wealth Investment Advisors’s WisdomTree International Equity Fund DWM Stock Holding History

UP Strategic Wealth Investment Advisors’s Portfolio DWM Stock Details DWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4,998
Closed -$274K – 61
2024
Q1 		$274K Hold
4,998
– – 0.45% 46
2023
Q4 		$262K Buy
+4,998
New +$262K 0.48% 45