Concourse Financial Group Securities’s WisdomTree Dynamic International SmallCap Equity Fund DDLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 1913 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 3676 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 3668 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 3711 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 3725 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 3663 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 3645 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 3615 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 3548 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 3500 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 3291 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 3355 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 3305 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 3454 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3417 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3324 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3260 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3198 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3048 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 2955 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3001 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 2944 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 2652 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 3010 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 2985 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 2859 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 2431 |
|