AssuredPartners Investment Advisors’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$367K	Sell	9,246 -22,784	-71%	-$904K	0.09%	166
2025 Q1	$1.18M	Sell	32,030 -11,029	-26%	-$406K	0.23%	110
2024 Q4	$1.48M	Buy	+43,059	New	+$1.48M	0.29%	93