Atria Investments’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 | $5.58M | Buy |
140,800
+3,537
| +3% | +$140K | 0.07% | 346 |
|
|
2025
Q1 | $5.05M | Buy |
137,263
+15,754
| +13% | +$580K | 0.06% | 371 |
|
|
2024
Q4 | $4.18M | Buy |
121,509
+9,795
| +9% | +$337K | 0.05% | 411 |
|
|
2024
Q3 | $4.01M | Buy |
111,714
+57,949
| +108% | +$2.08M | 0.05% | 424 |
|
|
2024
Q2 | $1.83M | Buy |
53,765
+22,201
| +70% | +$756K | 0.02% | 678 |
|
|
2024
Q1 | $1.08M | Buy |
+31,564
| New | +$1.08M | 0.01% | 920 |
|
|
2023
Q4 | – | Sell |
-39,862
| Closed | -$1.21M | – | 898 |
|
|
2023
Q3 | $1.21M | Buy |
39,862
+4,939
| +14% | +$150K | 0.02% | 763 |
|
|
2023
Q2 | $1.09M | Buy |
+34,923
| New | +$1.09M | 0.02% | 792 |
|
|
2018
Q4 | – | Sell |
-16,056
| Closed | -$476K | – | 905 |
|
|
2018
Q3 | $476K | Buy |
+16,056
| New | +$476K | 0.02% | 604 |
|