OPPS
Obsidian Personal Planning Solutions’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215K | Sell |
5,423
-529
| -9% | -$21K | 0.09% | 104 |
|
|
2025
Q1 | $226K | Sell |
5,952
-873
| -13% | -$33.1K | 0.1% | 95 |
|
|
2024
Q4 | $244K | Hold |
6,825
| – | – | 0.12% | 87 |
|
|
2024
Q3 | $236K | Buy |
6,825
+112
| +2% | +$3.88K | 0.12% | 81 |
|
|
2024
Q2 | $229K | Hold |
6,713
| – | – | 0.14% | 85 |
|
|
2024
Q1 | $227K | Buy |
6,713
+396
| +6% | +$13.4K | 0.15% | 85 |
|
|
2023
Q4 | $203K | Buy |
+6,317
| New | +$203K | 0.15% | 80 |
|
|
2022
Q3 | – | Sell |
-7,203
| Closed | -$201K | – | 40 |
|
|
2022
Q2 | $201K | Buy |
+7,203
| New | +$201K | 0.34% | 42 |
|