Atria Investments’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
2026 Q1	$16.1M	Sell	364,294 -26,063	-7%	-$1.18M	0.18%	107
2025 Q4	$17M	Sell	390,357 -13,199	-3%	-$560K	0.19%	101
2025 Q3	$16.9M	Buy	403,556 +262,756	+187%	+$10.7M	0.19%	98
2025 Q2	$5.58M	Buy	140,800 +3,537	+3%	+$135K	0.07%	346
2025 Q1	$5.05M	Buy	137,263 +15,754	+13%	+$569K	0.06%	371
2024 Q4	$4.18M	Buy	121,509 +9,795	+9%	+$341K	0.05%	411
2024 Q3	$4.01M	Buy	111,714 +57,949	+108%	+$2.03M	0.05%	424
2024 Q2	$1.83M	Buy	53,765 +22,201	+70%	+$762K	0.02%	678
2024 Q1	$1.08M	Buy	+31,564	New	+$1.03M	0.01%	920
2023 Q4	–	Sell	-39,862	Closed	-$1.21M	–	898
2023 Q3	$1.21M	Buy	39,862 +4,939	+14%	+$154K	0.02%	763
2023 Q2	$1.09M	Buy	+34,923	New	+$1.1M	0.02%	792
2018 Q4	–	Sell	-16,056	Closed	-$476K	–	905
2018 Q3	$476K	Buy	+16,056	New	+$471K	0.02%	604