IFP Advisors’s WisdomTree Dynamic International SmallCap Equity Fund DDLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.2K | Hold |
411
| – | – | ﹤0.01% | 2651 |
|
|
2025
Q1 | $14.5K | Hold |
411
| – | – | ﹤0.01% | 2437 |
|
|
2024
Q4 | $14.4K | Hold |
411
| – | – | ﹤0.01% | 2397 |
|
|
2024
Q3 | $15K | Sell |
411
-2,257
| -85% | -$82.5K | ﹤0.01% | 2268 |
|
|
2024
Q2 | $91.7K | Buy |
2,668
+2,257
| +549% | +$77.6K | ﹤0.01% | 1408 |
|
|
2024
Q1 | $14.1K | Buy |
411
+160
| +64% | +$5.5K | ﹤0.01% | 2119 |
|
|
2023
Q4 | $8.3K | Hold |
251
| – | – | ﹤0.01% | 2255 |
|
|
2023
Q3 | $7.68K | Hold |
251
| – | – | ﹤0.01% | 2360 |
|
|
2023
Q2 | $7.87K | Hold |
251
| – | – | ﹤0.01% | 2381 |
|
|
2023
Q1 | $8.29K | Sell |
251
-2,149
| -90% | -$71K | ﹤0.01% | 2372 |
|
|
2022
Q4 | $79K | Hold |
2,400
| – | – | ﹤0.01% | 1904 |
|
|
2022
Q3 | $79K | Hold |
2,400
| – | – | ﹤0.01% | 2024 |
|
|
2022
Q2 | $79K | Hold |
2,400
| – | – | ﹤0.01% | 1842 |
|
|
2022
Q1 | $79K | Buy |
+2,400
| New | +$79K | ﹤0.01% | 1842 |
|