WIC
Woodmont Investment Counsel’s WisdomTree International Equity Fund DWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-4,869
| Closed | -$257K | – | 160 |
|
|
2018
Q2 | $257K | Sell |
4,869
-205
| -4% | -$10.8K | 0.07% | 149 |
|
|
2018
Q1 | $278K | Sell |
5,074
-205
| -4% | -$11.2K | 0.08% | 153 |
|
|
2017
Q4 | $294K | Sell |
5,279
-105
| -2% | -$5.85K | 0.08% | 162 |
|
|
2017
Q3 | $293K | Buy |
5,384
+264
| +5% | +$14.4K | 0.08% | 156 |
|
|
2017
Q2 | $266K | Sell |
5,120
-52,566
| -91% | -$2.73M | 0.08% | 158 |
|
|
2017
Q1 | $2.68M | Hold |
57,686
| – | – | 0.78% | 38 |
|
|
2016
Q4 | $2.68M | Sell |
57,686
-1,125
| -2% | -$52.2K | 0.77% | 38 |
|
|
2016
Q3 | $2.77M | Sell |
58,811
-2,600
| -4% | -$122K | 0.79% | 38 |
|
|
2016
Q2 | $2.75M | Sell |
61,411
-820
| -1% | -$36.7K | 0.82% | 35 |
|
|
2016
Q1 | $2.85M | Sell |
62,231
-2,150
| -3% | -$98.5K | 0.86% | 33 |
|
|
2015
Q4 | $3M | Buy |
64,381
+3,270
| +5% | +$152K | 0.88% | 32 |
|
|
2015
Q3 | $2.78M | Buy |
+61,111
| New | +$2.78M | 0.85% | 33 |
|