Geneos Wealth Management’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 | $1.85M | Sell |
46,704
-36,053
| -44% | -$1.43M | 0.05% | 385 |
|
|
2025
Q1 | $3.04M | Buy |
82,757
+46,322
| +127% | +$1.7M | 0.04% | 395 |
|
|
2024
Q4 | $1.25M | Buy |
36,435
+1,827
| +5% | +$62.8K | 0.04% | 364 |
|
|
2024
Q3 | $1.24M | Sell |
34,608
-860
| -2% | -$30.8K | 0.05% | 360 |
|
|
2024
Q2 | $1.21M | Buy |
35,468
+191
| +0.5% | +$6.51K | 0.05% | 328 |
|
|
2024
Q1 | $1.21M | Sell |
35,277
-486
| -1% | -$16.6K | 0.06% | 321 |
|
|
2023
Q4 | $1.15M | Sell |
35,763
-4,089
| -10% | -$132K | 0.06% | 304 |
|
|
2023
Q3 | $1.21M | Sell |
39,852
-3,144
| -7% | -$95.8K | 0.06% | 285 |
|
|
2023
Q2 | $1.34M | Buy |
42,996
+1,647
| +4% | +$51.5K | 0.07% | 267 |
|
|
2023
Q1 | $1.28M | Buy |
41,349
+7,557
| +22% | +$234K | 0.08% | 261 |
|
|
2022
Q4 | $988K | Buy |
33,792
+32,766
| +3,194% | +$958K | 0.06% | 279 |
|
|
2022
Q3 | $26K | Buy |
+1,026
| New | +$26K | ﹤0.01% | 1241 |
|
|
2021
Q2 | – | Sell |
-714
| Closed | -$21K | – | 2907 |
|
|
2021
Q1 | $21K | Buy |
+714
| New | +$21K | ﹤0.01% | 2053 |
|
|
2020
Q1 | – | Sell |
-650
| Closed | -$19K | – | 2507 |
|
|
2019
Q4 | $19K | Hold |
650
| – | – | ﹤0.01% | 1704 |
|
|
2019
Q3 | $18K | Hold |
650
| – | – | ﹤0.01% | 1648 |
|
|
2019
Q2 | $18K | Hold |
650
| – | – | ﹤0.01% | 1671 |
|
|
2019
Q1 | $18K | Sell |
650
-15
| -2% | -$415 | ﹤0.01% | 1616 |
|
|
2018
Q4 | $17K | Buy |
665
+15
| +2% | +$383 | ﹤0.01% | 1563 |
|
|
2018
Q3 | $19K | Buy |
+650
| New | +$19K | ﹤0.01% | 1582 |
|
|
2018
Q2 | – | Sell |
-650
| Closed | -$19K | – | 2271 |
|
|
2018
Q1 | $19K | Hold |
650
| – | – | ﹤0.01% | 1406 |
|
|
2017
Q4 | $19K | Hold |
650
| – | – | ﹤0.01% | 1396 |
|
|
2017
Q3 | $19K | Buy |
+650
| New | +$19K | ﹤0.01% | 1329 |
|