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Crux Wealth Advisors’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Crux Wealth Advisors’s Portfolio DDWM Stock Details DDWM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$557K Sell
14,052
-11,493
-45% -$456K 0.24% 106
2025
Q1 		$940K Buy
25,545
+2,274
+10% +$83.7K 0.49% 69
2024
Q4 		$800K Buy
+23,271
New +$800K 0.45% 70