IFP Advisors’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $528K | Sell |
13,309
-3,196
| -19% | -$127K | 0.02% | 814 |
|
|
2025
Q1 | $607K | Sell |
16,505
-6,861
| -29% | -$252K | 0.02% | 713 |
|
|
2024
Q4 | $803K | Buy |
23,366
+4,720
| +25% | +$162K | 0.03% | 581 |
|
|
2024
Q3 | $669K | Buy |
18,646
+7,317
| +65% | +$262K | 0.02% | 590 |
|
|
2024
Q2 | $386K | Buy |
11,329
+5,864
| +107% | +$200K | 0.02% | 745 |
|
|
2024
Q1 | $187K | Buy |
+5,465
| New | +$187K | 0.01% | 1030 |
|
|
2023
Q4 | – | Sell |
-100
| Closed | -$3.05K | – | 3108 |
|
|
2023
Q3 | $3.05K | Hold |
100
| – | – | ﹤0.01% | 2693 |
|
|
2023
Q2 | $3.13K | Hold |
100
| – | – | ﹤0.01% | 2715 |
|
|
2023
Q1 | $3.01K | Sell |
100
-12,223
| -99% | -$368K | ﹤0.01% | 2764 |
|
|
2022
Q4 | $372K | Buy |
12,323
+3,717
| +43% | +$112K | 0.01% | 1028 |
|
|
2022
Q3 | $259K | Buy |
8,606
+20
| +0.2% | +$602 | 0.01% | 1266 |
|
|
2022
Q2 | $258K | Hold |
8,586
| – | – | 0.01% | 1153 |
|
|
2022
Q1 | $258K | Buy |
+8,586
| New | +$258K | 0.01% | 1153 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3598 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3328 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3248 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3159 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3025 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 2909 |
|
|
2018
Q3 | – | Sell |
-994
| Closed | -$29K | – | 3812 |
|
|
2018
Q2 | $29K | Buy |
+994
| New | +$29K | ﹤0.01% | 2219 |
|
|
2017
Q4 | – | Sell |
-1,056
| Closed | -$31K | – | 3809 |
|
|
2017
Q3 | $31K | Buy |
1,056
+262
| +33% | +$7.69K | ﹤0.01% | 2285 |
|
|
2017
Q2 | $23K | Hold |
794
| – | – | ﹤0.01% | 2469 |
|
|
2017
Q1 | $22K | Buy |
+794
| New | +$22K | ﹤0.01% | 2407 |
|