Wealth Enhancement Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.1M | Sell |
314,751
-27,446
| -8% | -$1.75M | 0.03% | 419 |
|
|
2025
Q1 | $19.9M | Sell |
342,197
-123,400
| -27% | -$7.18M | 0.04% | 399 |
|
|
2024
Q4 | $24.5M | Buy |
465,597
+86,706
| +23% | +$4.57M | 0.05% | 329 |
|
|
2024
Q3 | $21.8M | Sell |
378,891
-47,184
| -11% | -$2.72M | 0.05% | 336 |
|
|
2024
Q2 | $22.9M | Buy |
426,075
+41,128
| +11% | +$2.21M | 0.05% | 306 |
|
|
2024
Q1 | $21.1M | Buy |
384,947
+20,986
| +6% | +$1.15M | 0.05% | 310 |
|
|
2023
Q4 | $19.1M | Buy |
363,961
+3,676
| +1% | +$193K | 0.06% | 310 |
|
|
2023
Q3 | $17.4M | Buy |
360,285
+89,044
| +33% | +$4.31M | 0.06% | 303 |
|
|
2023
Q2 | $13.6M | Buy |
+271,241
| New | +$13.6M | 0.15% | 72 |
|