IFP Advisors’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 | $16.2K | Hold |
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|
2025
Q1 | $14.5K | Hold |
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|
2024
Q4 | $14.4K | Hold |
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|
2024
Q3 | $15K | Sell |
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|
2024
Q2 | $91.7K | Buy |
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|
2024
Q1 | $14.1K | Buy |
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|
2023
Q4 | $8.3K | Hold |
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|
2023
Q3 | $7.68K | Hold |
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|
2023
Q2 | $7.87K | Hold |
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|
2023
Q1 | $8.29K | Sell |
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|
2022
Q4 | $79K | Hold |
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|
2022
Q3 | $79K | Hold |
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|
2022
Q2 | $79K | Hold |
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|
2022
Q1 | $79K | Buy |
|