AWM
Aspire Wealth Management’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $314K | Hold |
8,766
| – | – | 0.17% | 80 |
|
|
2024
Q2 | $299K | Buy |
8,766
+92
| +1% | +$3.13K | 0.17% | 83 |
|
|
2024
Q1 | $297K | Hold |
8,674
| – | – | 0.18% | 79 |
|
|
2023
Q4 | $279K | Hold |
8,674
| – | – | 0.19% | 80 |
|
|
2023
Q3 | $264K | Buy |
8,674
+34
| +0.4% | +$1.04K | 0.2% | 73 |
|
|
2023
Q2 | $270K | Hold |
8,640
| – | – | 0.2% | 71 |
|
|
2023
Q1 | $267K | Hold |
8,640
| – | – | 0.22% | 72 |
|
|
2022
Q4 | $253K | Buy |
8,640
+582
| +7% | +$17K | 0.22% | 71 |
|
|
2022
Q3 | $210K | Sell |
8,058
-236
| -3% | -$6.15K | 0.2% | 79 |
|
|
2022
Q2 | $232K | Sell |
8,294
-261
| -3% | -$7.3K | 0.21% | 77 |
|
|
2022
Q1 | $263K | Sell |
8,555
-514
| -6% | -$15.8K | 0.21% | 80 |
|
|
2021
Q4 | $279K | Buy |
+9,069
| New | +$279K | 0.23% | 73 |
|