High Note Wealth’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
Q2 | $4.65M | Buy |
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|
2025
Q1 | $4M | Buy |
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|
2024
Q4 | $3.72M | Buy |
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|
2024
Q3 | $3.76M | Buy |
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|
2024
Q2 | $3.49M | Buy |
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|
2024
Q1 | $3.32M | Buy |
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|
2023
Q4 | $2.96M | Buy |
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|
2023
Q3 | $2.74M | Buy |
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|
2023
Q2 | $2.74M | Sell |
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|
2023
Q1 | $2.85M | Buy |
|
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|
2022
Q4 | $2.68M | Sell |
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|
2022
Q3 | $2.63M | Sell |
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|
2022
Q2 | $2.79M | Buy |
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|
2022
Q1 | $3.08M | Sell |
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|
2021
Q4 | $3.33M | Buy |
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|
2021
Q3 | $3.26M | Buy |
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|
2021
Q2 | $3.14M | Sell |
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|
2021
Q1 | $3.08M | Buy |
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|
2020
Q4 | $2.79M | Buy |
|