Great Valley Advisor Group’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$280K Buy
2025
Q2
$237K Sell
2025
Q1
$227K Hold
2024
Q4
$212K Buy
2024
Q3
$203K Sell
2024
Q2
$222K Hold
2024
Q1
$223K Buy
2019
Q4
Sell
2019
Q3
$287K Buy