Geneos Wealth Management’s WisdomTree Dynamic International SmallCap Equity Fund DDLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $53.7K | Hold |
|
|||||
|
2025
Q2 | $50.6K | Sell |
|
|||||
|
2025
Q1 | $90.6K | Buy |
|
|||||
|
2024
Q4 | $44.8K | Hold |
|
|||||
|
2024
Q3 | $46.8K | Hold |
|
|||||
|
2024
Q2 | $44K | Hold |
|
|||||
|
2024
Q1 | $44K | Buy |
|
|||||
|
2023
Q4 | $40.7K | Sell |
|
|||||
|
2023
Q3 | $56.6K | Hold |
|
|||||
|
2023
Q2 | $58.1K | Hold |
|
|||||
|
2023
Q1 | $58.5K | Hold |
|
|||||
|
2022
Q4 | $55.4K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $7K | Hold |
|
|||||
|
2022
Q1 | $8K | Hold |
|
|||||
|
2021
Q4 | $8K | Hold |
|
|||||
|
2021
Q3 | $8K | Hold |
|
|||||
|
2021
Q2 | $8K | Hold |
|
|||||
|
2021
Q1 | $8K | Hold |
|
|||||
|
2020
Q4 | $8K | Buy |
|