Portland Financial Advisors’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
2025
Q2
$262K Hold
6,598
0.63% 57
2025
Q1
$243K Hold
6,598
0.62% 57
2024
Q4
$227K Buy
+6,598
New +$227K 0.61% 55