EWM
Endowment Wealth Management’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-78,477
| Closed | -$2.3M | – | 139 |
|
|
2022
Q4 | $2.3M | Buy |
78,477
+5,662
| +8% | +$166K | 2.53% | 9 |
|
|
2022
Q3 | $1.9M | Buy |
72,815
+6,099
| +9% | +$159K | 2.3% | 10 |
|
|
2022
Q2 | $1.87M | Buy |
66,716
+5,206
| +8% | +$146K | 2.25% | 9 |
|
|
2022
Q1 | $1.89M | Sell |
61,510
-12,497
| -17% | -$384K | 1.98% | 10 |
|
|
2021
Q4 | $2.28M | Buy |
+74,007
| New | +$2.28M | 2.31% | 9 |
|