Asset Dedication LLC’s WisdomTree Dynamic International SmallCap Equity Fund DDLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-454
| Closed | -$13K | – | 607 |
|
|
2019
Q2 | $13K | Buy |
454
+166
| +58% | +$4.75K | ﹤0.01% | 402 |
|
|
2019
Q1 | $9K | Hold |
288
| – | – | ﹤0.01% | 458 |
|
|
2018
Q4 | $8K | Hold |
288
| – | – | ﹤0.01% | 444 |
|
|
2018
Q3 | $9K | Buy |
288
+117
| +68% | +$3.66K | ﹤0.01% | 452 |
|
|
2018
Q2 | $5K | Buy |
171
+105
| +159% | +$3.07K | ﹤0.01% | 532 |
|
|
2018
Q1 | $2K | Buy |
+66
| New | +$2K | ﹤0.01% | 481 |
|