IFP Advisors’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $528K | Sell |
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2025
Q1 | $607K | Sell |
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|
2024
Q4 | $803K | Buy |
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|
2024
Q3 | $669K | Buy |
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|
2024
Q2 | $386K | Buy |
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|
2024
Q1 | $187K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $3.05K | Hold |
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|
2023
Q2 | $3.13K | Hold |
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|
2023
Q1 | $3.01K | Sell |
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|
2022
Q4 | $372K | Buy |
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|
2022
Q3 | $259K | Buy |
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|
2022
Q2 | $258K | Hold |
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|
2022
Q1 | $258K | Buy |
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|
2021
Q3 | – | Hold |
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|
2021
Q2 | – | Hold |
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|
2021
Q1 | – | Hold |
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|
2020
Q4 | – | Hold |
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|
2020
Q3 | – | Hold |
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|
2020
Q2 | – | Hold |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $29K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $31K | Buy |
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|
2017
Q2 | $23K | Hold |
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|
2017
Q1 | $22K | Buy |
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