Claro Advisors’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-17,817
| Closed | -$609K | – | 431 |
|
|
2024
Q1 | $609K | Buy |
17,817
+738
| +4% | +$25.2K | 0.11% | 204 |
|
|
2023
Q4 | $550K | Sell |
17,079
-787
| -4% | -$25.3K | 0.12% | 197 |
|
|
2023
Q3 | $544K | Buy |
17,866
+215
| +1% | +$6.55K | 0.14% | 186 |
|
|
2023
Q2 | $552K | Buy |
17,651
+1,482
| +9% | +$46.3K | 0.14% | 182 |
|
|
2023
Q1 | $500K | Buy |
16,169
+4,702
| +41% | +$145K | 0.15% | 180 |
|
|
2022
Q4 | $335K | Buy |
+11,467
| New | +$335K | 0.11% | 215 |
|