Ownership history in Bogart Wealth, LLC · 19 quarters on record
This page tracks every 13F SEC filing in which Bogart Wealth, LLC reported a position in WISDOMTREE INTERNATIONAL EQUITY FUND (DWM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 133 | — | 0% | 0.00% | $9K | $65.78 |
| 2025 Q2 | UNCHANGED | 133 | — | 0% | 0.00% | $8K | $62.83 |
| 2025 Q1 | UNCHANGED | 133 | — | 0% | 0.00% | $8K | $56.50 |
| 2024 Q4 | UNCHANGED | 133 | — | 0% | 0.00% | $7K | $51.00 |
| 2024 Q3 | UNCHANGED | 133 | — | 0% | 0.00% | $8K | $55.30 |
| 2024 Q2 | UNCHANGED | 133 | — | 0% | 0.00% | $7K | $51.34 |
| 2024 Q1 | UNCHANGED | 133 | — | 0% | 0.00% | $7K | $51.40 |
| 2023 Q4 | UNCHANGED | 133 | — | 0% | 0.00% | $7K | $48.97 |
| 2023 Q3 | UNCHANGED | 133 | — | 0% | 0.00% | $6K | $44.76 |
| 2023 Q2 | UNCHANGED | 133 | — | 0% | 0.00% | $7K | $46.00 |
As of 2025 Q4 — sorted by position size