AE Wealth Management’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $343K | Sell |
7,771
-1,081
| -12% | -$48.9K | ﹤0.01% | 1307 |
|
|
2025
Q4 | $385K | Sell |
8,852
-478
| -5% | -$20.3K | ﹤0.01% | 1188 |
|
|
2025
Q3 | $390K | Buy |
9,330
+2,724
| +41% | +$111K | ﹤0.01% | 1071 |
|
|
2025
Q2 | $262K | Sell |
6,606
-137
| -2% | -$5.22K | ﹤0.01% | 1172 |
|
|
2025
Q1 | $248K | Sell |
6,743
-1,563
| -19% | -$56.5K | ﹤0.01% | 1174 |
|
|
2024
Q4 | $286K | Sell |
8,306
-3,718
| -31% | -$129K | ﹤0.01% | 1124 |
|
|
2024
Q3 | $431K | Sell |
12,024
-301,442
| -96% | -$10.6M | ﹤0.01% | 929 |
|
|
2024
Q2 | $10.7M | Buy |
313,466
+18,496
| +6% | +$635K | 0.11% | 214 |
|
|
2024
Q1 | $10.1M | Buy |
294,970
+9,701
| +3% | +$317K | 0.11% | 216 |
|
|
2023
Q4 | $9.15M | Buy |
285,269
+37,117
| +15% | +$1.14M | 0.05% | 416 |
|
|
2023
Q3 | $7.56M | Buy |
248,152
+44,034
| +22% | +$1.37M | 0.05% | 444 |
|
|
2023
Q2 | $6.38M | Buy |
204,118
+40,996
| +25% | +$1.29M | 0.04% | 476 |
|
|
2023
Q1 | $5.04M | Buy |
163,122
+21,115
| +15% | +$651K | 0.03% | 505 |
|
|
2022
Q4 | $4.15M | Sell |
142,007
-8,479
| -6% | -$241K | 0.03% | 524 |
|
|
2022
Q3 | $3.92M | Sell |
150,486
-38,743
| -20% | -$1.09M | 0.03% | 483 |
|
|
2022
Q2 | $5.29M | Buy |
189,229
+1,490
| +0.8% | +$44.6K | 0.04% | 401 |
|
|
2022
Q1 | $5.76M | Buy |
187,739
+2,864
| +2% | +$87.7K | 0.04% | 399 |
|
|
2021
Q4 | $5.7M | Buy |
184,875
+6,434
| +4% | +$196K | 0.04% | 391 |
|
|
2021
Q3 | $5.33M | Buy |
178,441
+28,749
| +19% | +$891K | 0.04% | 370 |
|
|
2021
Q2 | $4.59M | Buy |
149,692
+33,223
| +29% | +$1.02M | 0.04% | 397 |
|
|
2021
Q1 | $3.47M | Buy |
116,469
+46,999
| +68% | +$1.36M | 0.04% | 409 |
|
|
2020
Q4 | $1.94M | Buy |
69,470
+10,235
| +17% | +$273K | 0.02% | 504 |
|
|
2020
Q3 | $1.51M | Buy |
59,235
+5,149
| +10% | +$134K | 0.02% | 514 |
|
|
2020
Q2 | $1.37M | Buy |
54,086
+9,681
| +22% | +$238K | 0.02% | 518 |
|
|
2020
Q1 | $1.02M | Buy |
44,405
+3,566
| +9% | +$98.7K | 0.02% | 482 |
|
|
2019
Q4 | $1.24M | Buy |
40,839
+23,697
| +138% | +$703K | 0.03% | 486 |
|
|
2019
Q3 | $494K | Buy |
+17,142
| New | +$489K | 0.01% | 616 |
|
Other funds holding DDWM
PNC
HWAM
CAAS
SWM
SPIA