AE Wealth Management’s WisdomTree Dynamic International SmallCap Equity Fund DDLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.13M | Buy |
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|
2025
Q1 | $3.21M | Sell |
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|
2024
Q4 | $3.87M | Buy |
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|
2024
Q3 | $3.99M | Sell |
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|
2024
Q2 | $5.08M | Buy |
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|
2024
Q1 | $4.74M | Buy |
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|
2023
Q4 | $4.36M | Buy |
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|
2023
Q3 | $3.47M | Buy |
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|
2023
Q2 | $2.85M | Buy |
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|
2023
Q1 | $2.17M | Buy |
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|
2022
Q4 | $1.77M | Sell |
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|
2022
Q3 | $1.8M | Sell |
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|
2022
Q2 | $2.49M | Buy |
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|
2022
Q1 | $2.7M | Sell |
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|
2021
Q4 | $2.88M | Buy |
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|
2021
Q3 | $2.73M | Buy |
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|
2021
Q2 | $2.26M | Buy |
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|
2021
Q1 | $1.74M | Buy |
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|
2020
Q4 | $998K | Buy |
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|
2020
Q3 | $769K | Buy |
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|
2020
Q2 | $665K | Buy |
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|
2020
Q1 | $478K | Buy |
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|
2019
Q4 | $621K | Buy |
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|
2019
Q3 | $246K | Buy |
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