LPL Financial’s WisdomTree Dynamic International SmallCap Equity Fund DDLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.68M | Sell |
67,774
-9,945
| -13% | -$393K | ﹤0.01% | 2839 |
|
|
2025
Q1 | $2.75M | Sell |
77,719
-200,129
| -72% | -$7.07M | ﹤0.01% | 2652 |
|
|
2024
Q4 | $9.72M | Buy |
277,848
+3,841
| +1% | +$134K | ﹤0.01% | 1565 |
|
|
2024
Q3 | $10M | Buy |
274,007
+8,977
| +3% | +$328K | ﹤0.01% | 1461 |
|
|
2024
Q2 | $9.11M | Buy |
265,030
+8,741
| +3% | +$300K | ﹤0.01% | 1429 |
|
|
2024
Q1 | $8.8M | Buy |
256,289
+14,810
| +6% | +$509K | ﹤0.01% | 1420 |
|
|
2023
Q4 | $7.99M | Buy |
241,479
+129,384
| +115% | +$4.28M | ﹤0.01% | 1378 |
|
|
2023
Q3 | $3.43M | Buy |
112,095
+105,449
| +1,587% | +$3.23M | ﹤0.01% | 1844 |
|
|
2023
Q2 | $208K | Sell |
6,646
-5
| -0.1% | -$157 | ﹤0.01% | 4071 |
|
|
2023
Q1 | $210K | Sell |
6,651
-2,186
| -25% | -$69K | ﹤0.01% | 3981 |
|
|
2022
Q4 | $265K | Buy |
+8,837
| New | +$265K | ﹤0.01% | 3729 |
|