Clearstead Trust’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 | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | – | Sell |
-1,783
| Closed | -$52K | – | 201 |
|
2018
Q2 | $52K | Buy |
+1,783
| New | +$52K | 0.05% | 136 |
|
2018
Q1 | – | Sell |
-2,924
| Closed | -$89K | – | 138 |
|
2017
Q4 | $89K | Hold |
2,924
| – | – | 0.06% | 132 |
|
2017
Q3 | $87K | Hold |
2,924
| – | – | 0.06% | 144 |
|
2017
Q2 | $83K | Buy |
+2,924
| New | +$83K | 0.07% | 135 |
|