Vance Wealth’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $366K | Hold |
6,150
| – | – | 0.12% | 80 |
|
2025
Q1 | $339K | Hold |
6,150
| – | – | 0.13% | 79 |
|
2024
Q4 | $304K | Hold |
6,150
| – | – | 0.12% | 77 |
|
2024
Q3 | $332K | Hold |
6,150
| – | – | 0.13% | 75 |
|
2024
Q2 | $312K | Hold |
6,150
| – | – | 0.13% | 70 |
|
2024
Q1 | $318K | Hold |
6,150
| – | – | 0.13% | 67 |
|
2023
Q4 | $303K | Hold |
6,150
| – | – | 0.13% | 65 |
|
2023
Q3 | $281K | Hold |
6,150
| – | – | 0.13% | 65 |
|
2023
Q2 | $290K | Hold |
6,150
| – | – | 0.13% | 66 |
|
2023
Q1 | $287K | Hold |
6,150
| – | – | 0.15% | 60 |
|
2022
Q4 | $271K | Hold |
6,150
| – | – | 0.17% | 60 |
|
2022
Q3 | $230K | Hold |
6,150
| – | – | 0.18% | 58 |
|
2022
Q2 | $257K | Hold |
6,150
| – | – | 0.2% | 52 |
|
2022
Q1 | $299K | Hold |
6,150
| – | – | 0.38% | 41 |
|
2021
Q4 | $304K | Buy |
+6,150
| New | +$304K | 0.3% | 42 |
|