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
2026 Q1	$472K	Sell	10,711 -2,511	-19%	-$114K	0.01%	990
2025 Q4	$576K	Sell	13,222 -106	-0.8%	-$4.5K	0.01%	869
2025 Q3	$557K	Buy	13,328 +19	+0.1%	+$776	0.01%	817
2025 Q2	$528K	Sell	13,309 -3,196	-19%	-$122K	0.02%	814
2025 Q1	$607K	Sell	16,505 -6,861	-29%	-$248K	0.02%	713
2024 Q4	$803K	Buy	23,366 +4,720	+25%	+$164K	0.03%	581
2024 Q3	$669K	Buy	18,646 +7,317	+65%	+$256K	0.02%	590
2024 Q2	$386K	Buy	11,329 +5,864	+107%	+$201K	0.02%	745
2024 Q1	$187K	Buy	+5,465	New	+$178K	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%	-$377K	﹤0.01%	2764
2022 Q4	$372K	Buy	12,323 +3,717	+43%	+$106K	0.01%	1028
2022 Q3	$259K	Buy	8,606 +20	+0.2%	+$562	0.01%	1265
2022 Q2	$258K	Hold	8,586	–	–	0.01%	1152
2022 Q1	$258K	Buy	+8,586	New	+$263K	0.01%	1152
2018 Q3	–	Sell	-994	Closed	-$29K	–	3861
2018 Q2	$29K	Buy	+994	New	+$30K	﹤0.01%	2243
2017 Q4	–	Sell	-1,056	Closed	-$31K	–	3861
2017 Q3	$31K	Buy	1,056 +262	+33%	+$7.61K	﹤0.01%	2311
2017 Q2	$23K	Hold	794	–	–	﹤0.01%	2492
2017 Q1	$22K	Buy	+794	New	+$21.7K	﹤0.01%	2431