Wealthstreet Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,954
| Closed | -$318K | – | 315 |
|
|
2019
Q4 | $318K | Hold |
5,954
| – | – | 0.04% | 280 |
|
|
2019
Q3 | $306K | Hold |
5,954
| – | – | 0.04% | 273 |
|
|
2019
Q2 | $304K | Sell |
5,954
-2,700
| -31% | -$138K | 0.04% | 278 |
|
|
2019
Q1 | $438K | Sell |
8,654
-1,016
| -11% | -$51.4K | 0.06% | 242 |
|
|
2018
Q4 | $473K | Sell |
9,670
-1,748
| -15% | -$85.5K | 0.07% | 223 |
|
|
2018
Q3 | $607K | Sell |
11,418
-1,100
| -9% | -$58.5K | 0.07% | 216 |
|
|
2018
Q2 | $661K | Sell |
12,518
-200
| -2% | -$10.6K | 0.09% | 202 |
|
|
2018
Q1 | $698K | Buy |
12,718
+1,000
| +9% | +$54.9K | 0.09% | 195 |
|
|
2017
Q4 | $654K | Buy |
+11,718
| New | +$654K | 0.08% | 196 |
|