Waverly Advisors’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 | $1.91M | Sell |
32,022
-655
| -2% | -$39K | 0.02% | 502 |
|
|
2025
Q1 | $1.8M | Sell |
32,677
-1,697
| -5% | -$93.5K | 0.02% | 495 |
|
|
2024
Q4 | $1.7M | Sell |
34,374
-597
| -2% | -$29.5K | 0.03% | 413 |
|
|
2024
Q3 | $1.89M | Sell |
34,971
-241
| -0.7% | -$13K | 0.03% | 337 |
|
|
2024
Q2 | $1.79M | Sell |
35,212
-5,950
| -14% | -$302K | 0.04% | 334 |
|
|
2024
Q1 | $2.13M | Buy |
+41,162
| New | +$2.13M | 0.05% | 249 |
|