Bellevue Asset Management’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 | $36.2K | Buy |
912
+4
| +0.4% | +$159 | 0.02% | 185 |
|
|
2025
Q1 | $33.4K | Buy |
908
+1
| +0.1% | +$37 | 0.02% | 191 |
|
|
2024
Q4 | $31.2K | Buy |
907
+3
| +0.3% | +$103 | 0.02% | 198 |
|
|
2024
Q3 | $32.4K | Hold |
904
| – | – | 0.02% | 193 |
|
|
2024
Q2 | $30.8K | Sell |
904
-201
| -18% | -$6.85K | 0.02% | 190 |
|
|
2024
Q1 | $37.7K | Hold |
1,105
| – | – | 0.02% | 176 |
|
|
2023
Q4 | $35.6K | Hold |
1,105
| – | – | 0.03% | 178 |
|
|
2023
Q3 | $33.7K | Hold |
1,105
| – | – | 0.02% | 175 |
|
|
2023
Q2 | $34.5K | Hold |
1,105
| – | – | 0.02% | 176 |
|
|
2023
Q1 | $34.2K | Hold |
1,105
| – | – | 0.02% | 179 |
|
|
2022
Q4 | $32.2K | Sell |
1,105
-73
| -6% | -$2.13K | 0.02% | 188 |
|
|
2022
Q3 | $31K | Hold |
1,178
| – | – | 0.02% | 192 |
|
|
2022
Q2 | $33K | Hold |
1,178
| – | – | 0.02% | 192 |
|
|
2022
Q1 | $36K | Sell |
1,178
-155
| -12% | -$4.74K | 0.02% | 203 |
|
|
2021
Q4 | $41K | Sell |
1,333
-313
| -19% | -$9.63K | 0.02% | 196 |
|
|
2021
Q3 | $49K | Hold |
1,646
| – | – | 0.03% | 178 |
|
|
2021
Q2 | $51K | Sell |
1,646
-65
| -4% | -$2.01K | 0.03% | 173 |
|
|
2021
Q1 | $51K | Sell |
1,711
-118
| -6% | -$3.52K | 0.03% | 172 |
|
|
2020
Q4 | $53K | Sell |
1,829
-137
| -7% | -$3.97K | 0.03% | 161 |
|
|
2020
Q3 | $50K | Sell |
1,966
-187
| -9% | -$4.76K | 0.04% | 158 |
|
|
2020
Q2 | $55K | Hold |
2,153
| – | – | 0.06% | 150 |
|
|
2020
Q1 | $51K | Sell |
2,153
-83
| -4% | -$1.97K | 0.05% | 162 |
|
|
2019
Q4 | $68K | Buy |
+2,236
| New | +$68K | 0.05% | 123 |
|