Aspire 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $314K | Hold |
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|
2024
Q2 | $299K | Buy |
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|
2024
Q1 | $297K | Hold |
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|
2023
Q4 | $279K | Hold |
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|
2023
Q3 | $264K | Buy |
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|
2023
Q2 | $270K | Hold |
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|
2023
Q1 | $267K | Hold |
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|
2022
Q4 | $253K | Buy |
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|
2022
Q3 | $210K | Sell |
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|
2022
Q2 | $232K | Sell |
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|
2022
Q1 | $263K | Sell |
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|
2021
Q4 | $279K | Buy |
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