Newbridge Financial Services Group’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-509
| Closed | -$15.7K | – | 1370 |
|
|
2023
Q1 | $15.7K | Hold |
509
| – | – | 0.01% | 795 |
|
|
2022
Q4 | $14.9K | Buy |
509
+12
| +2% | +$351 | 0.01% | 809 |
|
|
2022
Q3 | $13K | Buy |
497
+6
| +1% | +$157 | 0.01% | 810 |
|
|
2022
Q2 | $14K | Hold |
491
| – | – | 0.01% | 748 |
|
|
2022
Q1 | $15K | Hold |
491
| – | – | 0.01% | 803 |
|
|
2021
Q4 | $15K | Hold |
491
| – | – | 0.01% | 799 |
|
|
2021
Q3 | $15K | Buy |
491
+247
| +101% | +$7.55K | 0.01% | 741 |
|
|
2021
Q2 | $7K | Buy |
+244
| New | +$7K | ﹤0.01% | 1047 |
|