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1858 Wealth Management’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

1858 Wealth Management’s Portfolio DDWM Stock Details DDWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-36,717
Closed -$1.18M – 125
2024
Q1 		$1.18M Hold
36,717
– – 1.12% 26
2023
Q4 		$1.18M Buy
+36,717
New +$1.18M 1.12% 26