Huber Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $3.7M | Buy |
161,604
+35,920
| +29% | +$822K | 1.38% | 13 |
|
|
2019
Q4 | $3.81M | Buy |
125,684
+27,636
| +28% | +$837K | 1.32% | 11 |
|
|
2019
Q3 | $2.83M | Buy |
98,048
+39,589
| +68% | +$1.14M | 1.1% | 12 |
|
|
2019
Q2 | $1.7M | Buy |
58,459
+21,928
| +60% | +$636K | 0.74% | 16 |
|
|
2019
Q1 | $1.04M | Buy |
36,531
+26,354
| +259% | +$752K | 0.51% | 28 |
|
|
2018
Q4 | $264K | Buy |
+10,177
| New | +$264K | 0.14% | 81 |
|