Great Valley Advisor Group’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 | $237K | Sell |
5,984
-189
| -3% | -$7.5K | 0.01% | 815 |
|
|
2025
Q1 | $227K | Hold |
6,173
| – | – | ﹤0.01% | 801 |
|
|
2024
Q4 | $212K | Buy |
6,173
+518
| +9% | +$17.8K | ﹤0.01% | 801 |
|
|
2024
Q3 | $203K | Sell |
5,655
-866
| -13% | -$31.1K | 0.01% | 803 |
|
|
2024
Q2 | $222K | Hold |
6,521
| – | – | 0.01% | 724 |
|
|
2024
Q1 | $223K | Buy |
+6,521
| New | +$223K | 0.01% | 680 |
|
|
2019
Q4 | – | Sell |
-10,148
| Closed | -$287K | – | 359 |
|
|
2019
Q3 | $287K | Buy |
+10,148
| New | +$287K | 0.07% | 266 |
|