Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-216
| Closed | -$11K | – | 886 |
|
|
2019
Q1 | $11K | Hold |
216
| – | – | ﹤0.01% | 1482 |
|
|
2018
Q4 | $10K | Sell |
216
-55
| -20% | -$2.55K | ﹤0.01% | 1459 |
|
|
2018
Q3 | $14K | Hold |
271
| – | – | ﹤0.01% | 1420 |
|
|
2018
Q2 | $14K | Hold |
271
| – | – | ﹤0.01% | 1432 |
|
|
2018
Q1 | $15K | Hold |
271
| – | – | ﹤0.01% | 1391 |
|
|
2017
Q4 | $15K | Hold |
271
| – | – | ﹤0.01% | 1423 |
|
|
2017
Q3 | $15K | Hold |
271
| – | – | ﹤0.01% | 1402 |
|
|
2017
Q2 | $14K | Buy |
+271
| New | +$14K | ﹤0.01% | 1389 |
|