Focus Partners Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.53M | Buy |
63,700
+49,610
| +352% | +$1.97M | 0.01% | 837 |
|
|
2025
Q1 | $518K | Buy |
14,090
+4
| +0% | +$147 | ﹤0.01% | 1319 |
|
|
2024
Q4 | $484K | Sell |
14,086
-7,255
| -34% | -$249K | ﹤0.01% | 1329 |
|
|
2024
Q3 | $765K | Buy |
21,341
+44
| +0.2% | +$1.58K | ﹤0.01% | 1006 |
|
|
2024
Q2 | $725K | Buy |
21,297
+114
| +0.5% | +$3.88K | ﹤0.01% | 870 |
|
|
2024
Q1 | $724K | Sell |
21,183
-743
| -3% | -$25.4K | 0.01% | 656 |
|
|
2023
Q4 | $706K | Buy |
+21,926
| New | +$706K | 0.01% | 514 |
|