HCIA
Hochman Cole Investment Advisors’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $316K | Sell |
10,590
-1,162
| -10% | -$34.7K | 0.12% | 102 |
|
|
2021
Q2 | $361K | Sell |
11,752
-45
| -0.4% | -$1.38K | 0.14% | 89 |
|
|
2021
Q1 | $351K | Sell |
11,797
-8,536
| -42% | -$254K | 0.15% | 90 |
|
|
2020
Q4 | $566K | Sell |
20,333
-7,887
| -28% | -$220K | 0.24% | 65 |
|
|
2020
Q3 | $718K | Sell |
28,220
-12,593
| -31% | -$320K | 0.35% | 51 |
|
|
2020
Q2 | $1.04M | Sell |
40,813
-8,915
| -18% | -$226K | 0.57% | 38 |
|
|
2020
Q1 | $1.14M | Buy |
49,728
+8,557
| +21% | +$196K | 0.78% | 33 |
|
|
2019
Q4 | $1.25M | Buy |
41,171
+5,307
| +15% | +$161K | 0.68% | 36 |
|
|
2019
Q3 | $1.03M | Sell |
35,864
-13,154
| -27% | -$379K | 0.65% | 37 |
|
|
2019
Q2 | $1.42M | Sell |
49,018
-20,012
| -29% | -$581K | 0.85% | 32 |
|
|
2019
Q1 | $1.97M | Sell |
69,030
-6,937
| -9% | -$198K | 1.17% | 25 |
|
|
2018
Q4 | $1.97M | Buy |
75,967
+36,546
| +93% | +$947K | 1.35% | 21 |
|
|
2018
Q3 | $1.17M | Buy |
39,421
+1,651
| +4% | +$48.9K | 0.73% | 32 |
|
|
2018
Q2 | $1.09M | Buy |
37,770
+880
| +2% | +$25.5K | 0.72% | 33 |
|
|
2018
Q1 | $1.1M | Sell |
36,890
-44,047
| -54% | -$1.31M | 0.76% | 33 |
|
|
2017
Q4 | $2.47M | Buy |
80,937
+1,438
| +2% | +$43.9K | 1.56% | 21 |
|
|
2017
Q3 | $2.36M | Buy |
79,499
+5,275
| +7% | +$157K | 1.55% | 21 |
|
|
2017
Q2 | $2.11M | Buy |
74,224
+6,897
| +10% | +$196K | 1.46% | 21 |
|
|
2017
Q1 | $1.87M | Buy |
67,327
+679
| +1% | +$18.8K | 1.36% | 23 |
|
|
2016
Q4 | $1.76M | Sell |
66,648
-123
| -0.2% | -$3.25K | 1.28% | 25 |
|
|
2016
Q3 | $1.73M | Buy |
+66,771
| New | +$1.73M | 1.29% | 23 |
|