KOC
Koss-Olinger Consulting’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-7,045
| Closed | -$218K | – | 285 |
|
|
2023
Q1 | $218K | Sell |
7,045
-33
| -0.5% | -$1.02K | 0.03% | 224 |
|
|
2022
Q4 | $207K | Buy |
+7,078
| New | +$207K | 0.03% | 206 |
|
|
2022
Q1 | – | Sell |
-685,449
| Closed | -$21.1M | – | 212 |
|
|
2021
Q4 | $21.1M | Buy |
685,449
+23,760
| +4% | +$732K | 3.25% | 9 |
|
|
2021
Q3 | $19.8M | Buy |
661,689
+22,083
| +3% | +$659K | 3.22% | 9 |
|
|
2021
Q2 | $19.6M | Buy |
639,606
+63,888
| +11% | +$1.96M | 2.91% | 9 |
|
|
2021
Q1 | $17.1M | Buy |
+575,718
| New | +$17.1M | 2.92% | 8 |
|